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Wealthspire Advisors (New York)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wealthspire Advisors (New York)’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 		$875K Hold
12,784
– – 0.01% 432
2025
Q4 		$858K Buy
12,784
+141
+1% +$9.34K 0.01% 464
2025
Q3 		$822K Sell
12,643
-5,727
-31% -$358K ﹤0.01% 427
2025
Q2 		$1.12M Buy
18,370
+4,470
+32% +$258K 0.01% 367
2025
Q1 		$771K Buy
13,900
+1,770
+15% +$97.2K ﹤0.01% 437
2024
Q4 		$633K Buy
12,130
+2,594
+27% +$142K 0.01% 454
2024
Q3 		$546K Buy
9,536
+1,639
+21% +$89.3K 0.01% 477
2024
Q2 		$420K Buy
+7,897
New +$421K 0.01% 462
2023
Q2 		– Sell
-5,062
Closed -$247K – 562
2023
Q1 		$247K Hold
5,062
– – ﹤0.01% 470
2022
Q4 		$230K Sell
5,062
-762
-13% -$33.4K ﹤0.01% 513
2022
Q3 		$233K Buy
5,824
+762
+15% +$33.9K ﹤0.01% 452
2022
Q2 		$228K Buy
5,062
+348
+7% +$16.8K ﹤0.01% 454
2022
Q1 		$246K Hold
4,714
– – 0.01% 384
2021
Q4 		$262K Sell
4,714
-1,885
-29% -$106K 0.01% 450
2021
Q3 		$366K Buy
6,599
+1,885
+40% +$107K 0.01% 418
2021
Q2 		$271K Hold
4,714
– – 0.01% 312
2021
Q1 		$260K Hold
4,714
– – 0.01% 599
2020
Q4 		$250K Buy
4,714
+122
+3% +$6.05K 0.01% 494
2020
Q3 		$211K Buy
+4,592
New +$212K 0.01% 294
2020
Q1 		– Sell
-4,592
Closed -$226K – 559
2019
Q4 		$226K Hold
4,592
– – 0.02% 189
2019
Q3 		$211K Hold
4,592
– – 0.02% 154
2019
Q2 		$215K Hold
4,592
– – 0.02% 92
2019
Q1 		$212K Sell
4,592
-1,222
-21% -$55K 0.02% 41
2018
Q4 		$244K Buy
+5,814
New +$256K 0.02% 60

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 $424B AUM 22.94% 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

Wealthspire Advisors (New York)'s ACWX Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 12,784 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #432.

Wealthspire Advisors (New York) first reported a position in ACWX in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.12M in Q2 2025. 703 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,784 shares of iShares MSCI ACWI ex US ETF worth $875K as of Q1 2026.
  • Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #432 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s iShares MSCI ACWI ex US ETF position peaked at $1.12M in Q2 2025.
  • 703 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.