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

Sandbox 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 		$15.3M Buy
223,917
+106,052
+90% +$7.48M 4.31% 4
2025
Q4 		$7.91M Buy
117,865
+15,940
+16% +$1.06M 2.19% 15
2025
Q3 		$6.63M Buy
101,925
+10,371
+11% +$648K 1.9% 15
2025
Q2 		$5.58M Sell
91,554
-5,284
-5% -$305K 1.76% 16
2025
Q1 		$5.37M Buy
+96,838
New +$5.32M 1.9% 15

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

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

Sandbox Financial Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 90% in Q1 2026, buying an estimated $7.48M and bringing the position to 223,917 shares worth $15.3M. The position accounts for 4.31% of the portfolio, ranked #4.

Sandbox Financial Partners first reported a position in ACWX in Q1 2025 and has held it in 5 quarters since. 706 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Sandbox Financial Partners held 223,917 shares of iShares MSCI ACWI ex US ETF worth $15.3M as of Q1 2026.
  • Sandbox Financial Partners bought 106,052 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $7.48M.
  • iShares MSCI ACWI ex US ETF made up 4.31% of Sandbox Financial Partners's portfolio in Q1 2026, its #4 holding.
  • Sandbox Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 5 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.