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Root Financial Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Root Financial Partners’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 		– Sell
-225
Closed -$15.1K – 3467
2025
Q4 		$15.1K Buy
+225
New +$14.9K ﹤0.01% 1313

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Root Financial Partners's ACWX Position: Q1 2026 in Review

Root Financial Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026, closing a stake of 225 shares — an estimated $15.1K sold.

Root Financial Partners first reported a position in ACWX in Q4 2025 and held it in 1 quarter. The position peaked at $15.1K in Q4 2025. 707 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Root Financial Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 225 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $15.1K.
  • Root Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares MSCI ACWI ex US ETF position peaked at $15.1K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.