Rockefeller Capital Management
ACWX icon

Rockefeller Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Rockefeller Capital Management’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 		$16.7M Buy
243,954
+70,152
+40% +$4.95M 0.03% 492
2025
Q4 		$11.7M Buy
173,802
+28,429
+20% +$1.88M 0.02% 618
2025
Q3 		$9.45M Buy
145,373
+20,521
+16% +$1.28M 0.02% 637
2025
Q2 		$7.61M Buy
124,852
+4,073
+3% +$235K 0.02% 690
2025
Q1 		$6.7M Sell
120,779
-65,230
-35% -$3.58M 0.02% 666
2024
Q4 		$9.7M Buy
186,009
+69,018
+59% +$3.78M 0.03% 564
2024
Q3 		$6.69M Sell
116,991
-15,480
-12% -$843K 0.02% 632
2024
Q2 		$7.04M Buy
132,471
+3,618
+3% +$193K 0.02% 602
2024
Q1 		$6.88M Sell
128,853
-294,315
-70% -$15.1M 0.02% 601
2023
Q4 		$21.6M Buy
423,168
+293,525
+226% +$14.1M 0.07% 278
2023
Q3 		$6.09M Buy
129,643
+78,898
+155% +$3.86M 0.02% 539
2023
Q2 		$2.5M Buy
50,745
+34,206
+207% +$1.68M 0.01% 776
2023
Q1 		$806K Sell
16,539
-10,294
-38% -$496K ﹤0.01% 1156
2022
Q4 		$1.22M Buy
26,833
+1,521
+6% +$66.7K 0.01% 936
2022
Q3 		$1.01M Sell
25,312
-5,168
-17% -$230K 0.01% 1008
2022
Q2 		$1.37M Sell
30,480
-17,701
-37% -$857K 0.01% 890
2022
Q1 		$2.52M Sell
48,181
-67,222
-58% -$3.58M 0.01% 724
2021
Q4 		$6.42M Buy
115,403
+74,471
+182% +$4.19M 0.03% 475
2021
Q3 		$2.27M Sell
40,932
-68
-0.2% -$3.87K 0.01% 719
2021
Q2 		$2.36M Buy
41,000
+19,107
+87% +$1.1M 0.01% 677
2021
Q1 		$1.21M Buy
21,893
+562
+3% +$31.1K 0.01% 727
2020
Q4 		$1.13M Sell
21,331
-7,767
-27% -$385K 0.01% 663
2020
Q3 		$1.34M Sell
29,098
-1,150
-4% -$53K 0.01% 526
2020
Q2 		$1.31M Sell
30,248
-34,254
-53% -$1.4M 0.01% 489
2020
Q1 		$2.43M Buy
64,502
+55,591
+624% +$2.5M 0.03% 307
2019
Q4 		$438K Buy
8,911
+4,682
+111% +$223K 0.01% 608
2019
Q3 		$195K Hold
4,229
– – ﹤0.01% 637
2019
Q2 		$198K Buy
+4,229
New +$197K ﹤0.01% 579
2019
Q1 		– Sell
-13,644
Closed -$573K – 1911
2018
Q4 		$573K Buy
+13,644
New +$602K 0.01% 304

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

Rockefeller Capital Management's ACWX Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 40% in Q1 2026, buying an estimated $4.95M and bringing the position to 243,954 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #492.

Rockefeller Capital Management first reported a position in ACWX in Q4 2018 and has held it in 29 quarters since. The position peaked at $21.6M in Q4 2023. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Rockefeller Capital Management held 243,954 shares of iShares MSCI ACWI ex US ETF worth $16.7M as of Q1 2026.
  • Rockefeller Capital Management bought 70,152 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $4.95M.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Rockefeller Capital Management's portfolio in Q1 2026, its #492 holding.
  • Rockefeller Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 29 quarters since.
  • Rockefeller Capital Management's iShares MSCI ACWI ex US ETF position peaked at $21.6M in Q4 2023.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.