Sunbelt Securities’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sunbelt Securities’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	$5.3K	Hold	77	–	–	﹤0.01%	1666
2025 Q4	$5.19K	Buy	77 +1	+1%	+$66	﹤0.01%	1635
2025 Q3	$4.96K	Buy	76 +11	+17%	+$688	﹤0.01%	1635
2025 Q2	$3.41K	Hold	65	–	–	﹤0.01%	1522
2025 Q1	$3.63K	Hold	65	–	–	﹤0.01%	1484
2024 Q4	$3.41K	Buy	65 +1	+2%	+$55	﹤0.01%	1525
2024 Q3	$3.69K	Hold	64	–	–	﹤0.01%	1507
2024 Q2	$3.42K	Sell	64 -154	-71%	-$8.21K	﹤0.01%	1467
2024 Q1	$11.7K	Buy	218 +155	+246%	+$7.96K	﹤0.01%	1206
2023 Q4	$3.24K	Hold	63	–	–	﹤0.01%	1384
2023 Q3	$2.94K	Hold	63	–	–	﹤0.01%	1411
2023 Q2	$3.08K	Buy	63 +1	+2%	+$49	﹤0.01%	1400
2023 Q1	$3K	Buy	+62	New	+$2.99K	﹤0.01%	1379

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sunbelt Securities's ACWX Position: Q1 2026 in Review

Sunbelt Securities held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 77 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Sunbelt Securities first reported a position in ACWX in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.7K in Q1 2024. 707 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Sunbelt Securities held 77 shares of iShares MSCI ACWI ex US ETF worth $5.3K as of Q1 2026.
Sunbelt Securities left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1666 holding.
Sunbelt Securities first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares MSCI ACWI ex US ETF position peaked at $11.7K in Q1 2024.
707 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.