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Waterloo Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Waterloo Capital’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 		$5.96M Sell
87,100
-1,406
-2% -$99.2K 0.42% 58
2025
Q4 		$5.94M Buy
88,506
+717
+0.8% +$47.5K 0.43% 56
2025
Q3 		$5.71M Buy
87,789
+4,955
+6% +$310K 0.42% 54
2025
Q2 		$5.05M Buy
82,834
+31,845
+62% +$1.84M 0.41% 53
2025
Q1 		$2.83M Buy
+50,989
New +$2.8M 0.26% 100

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 $8.19B AUM 30.56% 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

Waterloo Capital's ACWX Position: Q1 2026 in Review

Waterloo Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.6% in Q1 2026, selling an estimated $99.2K and leaving 87,100 shares worth $5.96M. The position accounts for 0.42% of the portfolio, ranked #58.

Waterloo Capital first reported a position in ACWX in Q1 2025 and has held it in 5 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Waterloo Capital held 87,100 shares of iShares MSCI ACWI ex US ETF worth $5.96M as of Q1 2026.
  • Waterloo Capital sold 1,406 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $99.2K.
  • iShares MSCI ACWI ex US ETF made up 0.42% of Waterloo Capital's portfolio in Q1 2026, its #58 holding.
  • Waterloo Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 5 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.