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Prosperity Consulting Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Prosperity Consulting Group’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 		$2.8M Buy
40,873
+308
+0.8% +$21.7K 0.12% 125
2025
Q4 		$2.72M Buy
40,565
+4,388
+12% +$291K 0.12% 127
2025
Q3 		$2.35M Buy
36,177
+26,728
+283% +$1.67M 0.12% 139
2025
Q2 		$576K Hold
9,449
– – 0.04% 289
2025
Q1 		$524K Buy
+9,449
New +$519K 0.04% 295

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

Prosperity Consulting Group's ACWX Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.76% in Q1 2026, buying an estimated $21.7K and bringing the position to 40,873 shares worth $2.8M. The position accounts for 0.12% of the portfolio, ranked #125.

Prosperity Consulting Group first reported a position in ACWX in Q1 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Prosperity Consulting Group held 40,873 shares of iShares MSCI ACWI ex US ETF worth $2.8M as of Q1 2026.
  • Prosperity Consulting Group bought 308 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $21.7K.
  • iShares MSCI ACWI ex US ETF made up 0.12% of Prosperity Consulting Group's portfolio in Q1 2026, its #125 holding.
  • Prosperity Consulting Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 5 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.