SSI Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SSI Investment 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	$7.31M	Sell	106,750 -779	-0.7%	-$55K	0.5%	66
2025 Q4	$7.22M	Buy	107,529 +2,449	+2%	+$162K	0.49%	67
2025 Q3	$6.83M	Sell	105,080 -25,871	-20%	-$1.62M	0.47%	75
2025 Q2	$7.98M	Sell	130,951 -7,871	-6%	-$454K	0.56%	57
2025 Q1	$7.7M	Buy	+138,822	New	+$7.62M	0.6%	57
2021 Q4	–	Sell	-25,237	Closed	-$1.4M	–	321
2021 Q3	$1.4M	Sell	25,237 -13,314	-35%	-$758K	0.08%	185
2021 Q2	$2.22M	Sell	38,551 -45,052	-54%	-$2.59M	0.14%	157
2021 Q1	$4.61M	Buy	83,603 +19,478	+30%	+$1.08M	0.33%	80
2020 Q4	$3.4M	Buy	64,125 +2,737	+4%	+$136K	0.24%	83
2020 Q3	$2.82M	Sell	61,388 -1,790	-3%	-$82.5K	0.24%	93
2020 Q2	$2.73M	Buy	+63,178	New	+$2.58M	0.24%	98
2020 Q1	–	Sell	-86,165	Closed	-$4.23M	–	241
2019 Q4	$4.23M	Buy	+86,165	New	+$4.11M	0.28%	111

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

SSI Investment Management's ACWX Position: Q1 2026 in Review

SSI Investment Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.72% in Q1 2026, selling an estimated $55K and leaving 106,750 shares worth $7.31M. The position accounts for 0.5% of the portfolio, ranked #66.

SSI Investment Management first reported a position in ACWX in Q4 2019 and has held it in 12 quarters since. The position peaked at $7.98M in Q2 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

SSI Investment Management held 106,750 shares of iShares MSCI ACWI ex US ETF worth $7.31M as of Q1 2026.
SSI Investment Management sold 779 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $55K.
iShares MSCI ACWI ex US ETF made up 0.5% of SSI Investment Management's portfolio in Q1 2026, its #66 holding.
SSI Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 12 quarters since.
SSI Investment Management's iShares MSCI ACWI ex US ETF position peaked at $7.98M in Q2 2025.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.