Red Tortoise LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Red Tortoise LLC’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	$3.22M	Hold	47,050	–	–	1.34%	19
2025 Q4	$3.16M	Buy	47,050 +709	+2%	+$47K	1.34%	17
2025 Q3	$3.01M	Hold	46,341	–	–	1.31%	18
2025 Q2	$2.82M	Buy	46,341 +630	+1%	+$36.4K	1.36%	17
2025 Q1	$2.53M	Hold	45,711	–	–	1.31%	17
2024 Q4	$2.38M	Buy	45,711 +639	+1%	+$35K	1.24%	19
2024 Q3	$2.58M	Hold	45,072	–	–	1.29%	19
2024 Q2	$2.39M	Buy	45,072 +645	+1%	+$34.4K	1.29%	19
2024 Q1	$2.37M	Sell	44,427 -41	-0.1%	-$2.1K	1.32%	18
2023 Q4	$2.27M	Buy	44,468 +194	+0.4%	+$9.34K	1.28%	18
2023 Q3	$2.08M	Hold	44,274	–	–	1.39%	16
2023 Q2	$2.18M	Buy	44,274 +691	+2%	+$34K	1.37%	18
2023 Q1	$2.13M	Hold	43,583	–	–	1.43%	18
2022 Q4	$1.98M	Buy	+43,583	New	+$1.91M	1.37%	18
2022 Q2	$1.95M	Buy	43,232 +772	+2%	+$37.4K	1.61%	19
2022 Q1	$2.22M	Buy	42,460 +63	+0.1%	+$3.36K	1.68%	19
2021 Q4	$2.36M	Sell	42,397 -835	-2%	-$47K	1.63%	18
2021 Q3	$1.73M	Buy	+43,232	New	+$2.46M	1.35%	21

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Red Tortoise LLC's ACWX Position: Q1 2026 in Review

Red Tortoise LLC held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 47,050 shares worth $3.22M. The position accounts for 1.34% of the portfolio, ranked #19.

Red Tortoise LLC first reported a position in ACWX in Q3 2021 and has held it in 18 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Red Tortoise LLC held 47,050 shares of iShares MSCI ACWI ex US ETF worth $3.22M as of Q1 2026.
Red Tortoise LLC left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 1.34% of Red Tortoise LLC's portfolio in Q1 2026, its #19 holding.
Red Tortoise LLC first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 18 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.