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SHP Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SHP Wealth 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 		$3.9K Buy
57
+25
+78% +$1.76K ﹤0.01% 1126
2025
Q4 		$2.17K Buy
+32
New +$2.12K ﹤0.01% 1116

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 $6.73T AUM 46.02% 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 $424B AUM 22.96% 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 $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SHP Wealth Management's ACWX Position: Q1 2026 in Review

SHP Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 78% in Q1 2026, buying an estimated $1.76K and bringing the position to 57 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

SHP Wealth Management first reported a position in ACWX in Q4 2025 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • SHP Wealth Management held 57 shares of iShares MSCI ACWI ex US ETF worth $3.9K as of Q1 2026.
  • SHP Wealth Management bought 25 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $1.76K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1126 holding.
  • SHP Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.