WCM Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

WCM Investment Management’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
2025 Q1	–	Sell	-12,463	Closed	-$651K	–	280
2024 Q4	$651K	Buy	+12,463	New	+$682K	﹤0.01%	260
2024 Q1	–	Sell	-2,998	Closed	-$153K	–	249
2023 Q4	$153K	Buy	+2,998	New	+$144K	﹤0.01%	243
2020 Q4	–	Sell	-24,000	Closed	-$1.1M	–	194
2020 Q3	$1.1M	Sell	24,000 -17,303	-42%	-$797K	﹤0.01%	154
2020 Q2	$1.79M	Buy	+41,303	New	+$1.69M	0.01%	153
2019 Q1	–	Sell	-4,770	Closed	-$200K	–	143
2018 Q4	$200K	Buy	+4,770	New	+$210K	﹤0.01%	79

Other funds holding ACWX

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

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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WCM Investment Management's ACWX Position: Q1 2025 in Review

WCM Investment Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 12,463 shares — an estimated $651K sold.

WCM Investment Management first reported a position in ACWX in Q4 2018 and held it in 5 quarters. The position peaked at $1.79M in Q2 2020. 500 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

WCM Investment Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
WCM Investment Management sold 12,463 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $651K.
WCM Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and held it in 5 quarters.
WCM Investment Management's iShares MSCI ACWI ex US ETF position peaked at $1.79M in Q2 2020.
500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.