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

Sierra Capital’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 		$3.12M Sell
45,494
-10,880
-19% -$768K 0.34% 66
2025
Q4 		$3.78M Buy
56,374
+170
+0.3% +$11.3K 0.4% 61
2025
Q3 		$3.65M Sell
56,204
-300
-0.5% -$18.8K 0.4% 62
2025
Q2 		$3.44M Buy
56,504
+152
+0.3% +$8.78K 0.4% 61
2025
Q1 		$3.13M Hold
56,352
– – 0.38% 59
2024
Q4 		$2.94M Buy
56,352
+155
+0.3% +$8.48K 0.35% 68
2024
Q3 		$3.22M Sell
56,197
-400
-0.7% -$21.8K 0.38% 64
2024
Q2 		$3.01M Sell
56,597
-11,205
-17% -$598K 0.4% 62
2024
Q1 		$3.62M Sell
67,802
-6,351
-9% -$326K 0.47% 55
2023
Q4 		$3.79M Buy
74,153
+698
+1% +$33.6K 0.56% 55
2023
Q3 		$3.45M Buy
73,455
+10,200
+16% +$499K 0.55% 53
2023
Q2 		$3.11M Buy
63,255
+629
+1% +$31K 0.49% 55
2023
Q1 		$3.05M Sell
62,626
-9,220
-13% -$444K 0.5% 51
2022
Q4 		$3.27M Buy
71,846
+430
+0.6% +$18.9K 0.56% 46
2022
Q3 		$2.86M Hold
71,416
– – 0.53% 48
2022
Q2 		$3.21M Buy
71,416
+2,947
+4% +$143K 0.58% 46
2022
Q1 		$3.58M Buy
68,469
+3,762
+6% +$200K 0.56% 46
2021
Q4 		$3.6M Buy
64,707
+936
+1% +$52.7K 0.54% 46
2021
Q3 		$3.64M Hold
63,771
– – 0.61% 42
2021
Q2 		$3.67M Buy
63,771
+648
+1% +$37.2K 0.68% 36
2021
Q1 		$3.48M Buy
+63,123
New +$3.49M 0.65% 39

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

Sierra Capital's ACWX Position: Q1 2026 in Review

Sierra Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 19% in Q1 2026, selling an estimated $768K and leaving 45,494 shares worth $3.12M. The position accounts for 0.34% of the portfolio, ranked #66.

Sierra Capital first reported a position in ACWX in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.79M in Q4 2023. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Sierra Capital held 45,494 shares of iShares MSCI ACWI ex US ETF worth $3.12M as of Q1 2026.
  • Sierra Capital sold 10,880 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $768K.
  • iShares MSCI ACWI ex US ETF made up 0.34% of Sierra Capital's portfolio in Q1 2026, its #66 holding.
  • Sierra Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares MSCI ACWI ex US ETF position peaked at $3.79M in Q4 2023.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.