South Shore Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

South Shore Capital Advisors’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	$240K	Buy	3,501 +484	+16%	+$34.1K	0.18%	128
2025 Q4	$203K	Buy	+3,017	New	+$200K	0.15%	132
2022 Q3	–	Sell	-4,707	Closed	-$212K	–	78
2022 Q2	$212K	Hold	4,707	–	–	0.44%	80
2022 Q1	$246K	Buy	4,707 +420	+10%	+$22.4K	0.4%	85
2021 Q4	$238K	Buy	+4,287	New	+$241K	0.39%	85

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

South Shore Capital Advisors's ACWX Position: Q1 2026 in Review

South Shore Capital Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 16% in Q1 2026, buying an estimated $34.1K and bringing the position to 3,501 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #128.

South Shore Capital Advisors first reported a position in ACWX in Q4 2021 and has held it in 5 quarters since. The position peaked at $246K in Q1 2022. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

South Shore Capital Advisors held 3,501 shares of iShares MSCI ACWI ex US ETF worth $240K as of Q1 2026.
South Shore Capital Advisors bought 484 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $34.1K.
iShares MSCI ACWI ex US ETF made up 0.18% of South Shore Capital Advisors's portfolio in Q1 2026, its #128 holding.
South Shore Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 5 quarters since.
South Shore Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $246K in Q1 2022.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.