SWP
ACWX icon

Strategic Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Strategic Wealth Partners’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 		$3.48M Buy
50,860
+12,044
+31% +$850K 0.24% 80
2025
Q4 		$2.61M Buy
38,816
+277
+0.7% +$18.4K 0.18% 94
2025
Q3 		$2.51M Buy
38,539
+4,680
+14% +$293K 0.19% 94
2025
Q2 		$2.06M Buy
+33,859
New +$1.96M 0.16% 101
2024
Q4 		$1.13M Sell
20,318
-729
-3% -$39.9K 0.09% 138
2024
Q3 		$1.2M Buy
21,047
+7,036
+50% +$383K 0.12% 131
2024
Q2 		$744K Buy
14,011
+270
+2% +$14.4K 0.08% 161
2024
Q1 		$734K Buy
13,741
+1,934
+16% +$99.3K 0.08% 158
2023
Q4 		$603K Sell
11,807
-641
-5% -$30.8K 0.07% 168
2023
Q3 		$585K Buy
12,448
+2,486
+25% +$122K 0.08% 188
2023
Q2 		$490K Buy
9,962
+439
+5% +$21.6K 0.06% 208
2023
Q1 		$464K Buy
9,523
+2,145
+29% +$103K 0.07% 182
2022
Q4 		$336K Sell
7,378
-5,046
-41% -$221K 0.06% 199
2022
Q3 		$497K Buy
12,424
+6,947
+127% +$309K 0.11% 174
2022
Q2 		$246K Sell
5,477
-459
-8% -$22.2K 0.05% 216
2022
Q1 		$310K Sell
5,936
-3,267
-35% -$174K 0.06% 207
2021
Q4 		$512K Buy
9,203
+2,412
+36% +$136K 0.1% 191
2021
Q3 		$376K Sell
6,791
-720
-10% -$41K 0.11% 193
2021
Q2 		$432K Sell
7,511
-417
-5% -$23.9K 0.14% 167
2021
Q1 		$437K Sell
7,928
-144
-2% -$7.96K 0.17% 130
2020
Q4 		$428K Sell
8,072
-467
-5% -$23.2K 0.18% 125
2020
Q3 		$393K Sell
8,539
-1,534
-15% -$70.7K 0.2% 110
2020
Q2 		$436K Sell
10,073
-33,903
-77% -$1.39M 0.23% 99
2020
Q1 		$2.16M Hold
43,976
– – 1.13% 18
2019
Q4 		$2.16M Sell
43,976
-4,718
-10% -$225K 1.12% 18
2019
Q3 		$132K Buy
48,694
+45,210
+1,298% +$2.07M 0.68% 40
2019
Q2 		$162K Sell
3,484
-70
-2% -$3.25K 0.08% 141
2019
Q1 		$164K Buy
3,554
+2,122
+148% +$95.6K 0.08% 150
2018
Q4 		$63K Buy
1,432
+674
+89% +$29.7K 0.03% 212
2018
Q3 		$36K Buy
+758
New +$36K 0.02% 258

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

Strategic Wealth Partners's ACWX Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 31% in Q1 2026, buying an estimated $850K and bringing the position to 50,860 shares worth $3.48M. The position accounts for 0.24% of the portfolio, ranked #80.

Strategic Wealth Partners first reported a position in ACWX in Q3 2018 and has held it in 30 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Strategic Wealth Partners held 50,860 shares of iShares MSCI ACWI ex US ETF worth $3.48M as of Q1 2026.
  • Strategic Wealth Partners bought 12,044 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $850K.
  • iShares MSCI ACWI ex US ETF made up 0.24% of Strategic Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Strategic Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and has held it in 30 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.