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Principal Securities’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Principal Securities’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$717K Buy
10,472
+2,880
+38% +$203K 0.01% 832
2025
Q4 		$510K Sell
7,592
-7
-0.1% -$464 0.01% 934
2025
Q3 		$494K Buy
7,599
+1
+0% +$63 0.01% 912
2025
Q2 		$463K Buy
7,598
+5,982
+370% +$345K 0.01% 893
2025
Q1 		$84.3K Hold
1,616
– – ﹤0.01% 1512
2024
Q4 		$84.3K Buy
1,616
+114
+8% +$6.24K ﹤0.01% 1509
2024
Q3 		$85.9K Buy
1,502
+264
+21% +$14.4K ﹤0.01% 1469
2024
Q2 		$65.8K Buy
1,238
+121
+11% +$6.45K ﹤0.01% 1487
2024
Q1 		$59.6K Buy
1,117
+28
+3% +$1.44K ﹤0.01% 1492
2023
Q4 		$55.6K Buy
+1,089
New +$52.4K ﹤0.01% 1437

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's ACWX Position: Q1 2026 in Review

Principal Securities increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 38% in Q1 2026, buying an estimated $203K and bringing the position to 10,472 shares worth $717K. The position accounts for 0.01% of the portfolio, ranked #832.

Principal Securities first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Principal Securities held 10,472 shares of iShares MSCI ACWI ex US ETF worth $717K as of Q1 2026.
  • Principal Securities bought 2,880 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $203K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #832 holding.
  • Principal Securities first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.