WA
ACWX icon

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

Wealth Alliance’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 		– Sell
-13,171
Closed -$884K – 549
2025
Q4 		$884K Buy
13,171
+486
+4% +$32.2K 0.09% 201
2025
Q3 		$825K Buy
+12,685
New +$793K 0.08% 205
2022
Q3 		– Sell
-17,666
Closed -$795K – 452
2022
Q2 		$795K Buy
17,666
+7,634
+76% +$370K 0.15% 152
2022
Q1 		$524K Buy
+10,032
New +$534K 0.11% 205
2021
Q4 		– Sell
-5,857
Closed -$324K – 448
2021
Q3 		$324K Buy
+5,857
New +$334K 0.07% 300
2020
Q2 		– Sell
-8,359
Closed -$315K – 304
2020
Q1 		$315K Buy
+8,359
New +$376K 0.17% 151

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

Wealth Alliance's ACWX Position: Q1 2026 in Review

Wealth Alliance sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026, closing a stake of 13,171 shares — an estimated $884K sold.

Wealth Alliance first reported a position in ACWX in Q1 2020 and held it in 6 quarters. The position peaked at $884K in Q4 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Wealth Alliance reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 13,171 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $884K.
  • Wealth Alliance first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and held it in 6 quarters.
  • Wealth Alliance's iShares MSCI ACWI ex US ETF position peaked at $884K in Q4 2025.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.