Stage Harbor Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stage Harbor Financial’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	$6.03M	Sell	88,049 -79	-0.1%	-$5.57K	4%	5
2025 Q4	$5.92M	Sell	88,128 -52	-0.1%	-$3.44K	3.99%	6
2025 Q3	$5.73M	Buy	88,180 +3,039	+4%	+$190K	4.19%	7
2025 Q2	$5.19M	Sell	85,141 -1,209	-1%	-$69.8K	4.21%	7
2025 Q1	$4.79M	Sell	86,350 -794	-0.9%	-$43.6K	4.05%	7
2024 Q4	$4.55M	Sell	87,144 -62	-0.1%	-$3.39K	3.96%	8
2024 Q3	$4.95M	Sell	87,206 -1,411	-2%	-$76.9K	4.5%	6
2024 Q2	$4.71M	Sell	88,617 -573	-0.6%	-$30.6K	4.55%	7
2024 Q1	$4.76M	Sell	89,190 -1,590	-2%	-$81.6K	4.33%	9
2023 Q4	$4.63M	Buy	+90,780	New	+$4.37M	4.46%	8

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

Stage Harbor Financial's ACWX Position: Q1 2026 in Review

Stage Harbor Financial reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.09% in Q1 2026, selling an estimated $5.57K and leaving 88,049 shares worth $6.03M. The position accounts for 4% of the portfolio, ranked #5.

Stage Harbor Financial first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Stage Harbor Financial held 88,049 shares of iShares MSCI ACWI ex US ETF worth $6.03M as of Q1 2026.
Stage Harbor Financial sold 79 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $5.57K.
iShares MSCI ACWI ex US ETF made up 4% of Stage Harbor Financial's portfolio in Q1 2026, its #5 holding.
Stage Harbor Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.