Waverly Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Waverly Advisors’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	$50.1M	Buy	731,003 +8,460	+1%	+$597K	0.37%	59
2025 Q4	$48.5M	Buy	722,543 +708,682	+5,113%	+$47M	0.39%	56
2025 Q3	$901K	Sell	13,861 -111	-0.8%	-$6.94K	0.01%	671
2025 Q2	$851K	Buy	13,972 +3,100	+29%	+$179K	0.01%	657
2025 Q1	$603K	Sell	10,872 -6,760	-38%	-$371K	0.01%	729
2024 Q4	$920K	Buy	+17,632	New	+$964K	0.01%	536
2022 Q2	–	Sell	-4,174	Closed	-$218K	–	207
2022 Q1	$218K	Hold	4,174	–	–	0.02%	186
2021 Q4	$226K	Buy	4,174 +69	+2%	+$3.88K	0.02%	188
2021 Q3	$237K	Hold	4,105	–	–	0.02%	194
2021 Q2	$236K	Buy	4,105 +43	+1%	+$2.47K	0.02%	171
2021 Q1	$234K	Hold	4,062	–	–	0.02%	161
2020 Q4	$229K	Buy	+4,062	New	+$201K	0.02%	137
2018 Q3	–	Sell	-4,571	Closed	-$216K	–	195
2018 Q2	$216K	Buy	+4,571	New	+$226K	0.03%	170

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 $7.32B AUM 26.67% 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

Waverly Advisors's ACWX Position: Q1 2026 in Review

Waverly Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.2% in Q1 2026, buying an estimated $597K and bringing the position to 731,003 shares worth $50.1M. The position accounts for 0.37% of the portfolio, ranked #59.

Waverly Advisors first reported a position in ACWX in Q2 2018 and has held it in 13 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Waverly Advisors held 731,003 shares of iShares MSCI ACWI ex US ETF worth $50.1M as of Q1 2026.
Waverly Advisors bought 8,460 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $597K.
iShares MSCI ACWI ex US ETF made up 0.37% of Waverly Advisors's portfolio in Q1 2026, its #59 holding.
Waverly Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and has held it in 13 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.