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Sagespring Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sagespring Wealth 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 		$1.67M Buy
24,337
+145
+0.6% +$10.2K 0.03% 219
2025
Q4 		$1.62M Buy
24,192
+76
+0.3% +$5.04K 0.03% 221
2025
Q3 		$1.57M Buy
24,116
+948
+4% +$59.3K 0.03% 220
2025
Q2 		$1.41M Buy
23,168
+5,917
+34% +$342K 0.03% 219
2025
Q1 		$957K Buy
17,251
+653
+4% +$35.9K 0.02% 249
2024
Q4 		$866K Buy
+16,598
New +$908K 0.02% 243

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 $8.19B AUM 30.56% 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

Sagespring Wealth Partners's ACWX Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.6% in Q1 2026, buying an estimated $10.2K and bringing the position to 24,337 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #219.

Sagespring Wealth Partners first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Sagespring Wealth Partners held 24,337 shares of iShares MSCI ACWI ex US ETF worth $1.67M as of Q1 2026.
  • Sagespring Wealth Partners bought 145 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $10.2K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #219 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.