iShares MSCI Acwi Ex US ETFACWXETF

13F holders, Q1 2024 (March 31)
439holders
2famous investors
$55.31avg. 13F price*

At the end of Q1 2024, 439 institutions reported holding iShares MSCI Acwi Ex US ETF (ACWX) in their 13F filings. The largest holders were Bank of America Corp. ($260.5M), Morgan Stanley ($248.8M) and BlackRock Inc. ($234.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
iShares MSCI Acwi Ex US ETF
CUSIP
464288240
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 439Q1 2024Q2 2024: 450Q2 2024Q3 2024: 459Q3 2024Q4 2024: 500Q4 2024Q1 2025: 498Q1 2025Q2 2025: 534Q2 2025Q3 2025: 550Q3 2025Q4 2025: 608Q4 2025Q1 2026: 708Q1 2026Q2 2026: 744Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$22.1M
Exits46$79.6M

Ownership 439 holders

Bank of America Corp. 0.03% Reduce -23.7% 4,879,975 $260.5M
Morgan Stanley 0.02% Add +4.4% 4,660,123 $248.8M
BlackRock Inc. 0.01% Reduce -10.7% 4,385,616 $234.1M
UBS Group AG 0.05% Reduce -6.9% 2,685,590 $143.4M
Spire Wealth Management 2.57% Add +2.1% 397,846 $140.0M
New York State Common Retirement Fund 0.16% Add +44.4% 2,297,723 $122.7M
Sageworth Trust Co 5.43% Reduce -3.0% 1,576,409 $84.2M
German American Bancorp, Inc. 9.35% Add +7.2% 1,456,277 $77.8M
Johnson Financial Group, Inc. 3.61% Reduce -12.6% 1,257,464 $67.1M
Wellington Management Group LLP 0.01% Add +57.3% 1,255,101 $67.0M
Ameriprise Financial Inc. 0.02% Add +8.8% 1,233,959 $65.9M
Regions Financial Corp. 0.47% Add +1.5% 1,171,050 $62.5M
Factory Mutual Insurance Co. 0.71% Reduce -31.9% 1,160,700 $62.0M
Glenmede Trust Co. NA 0.30% Reduce -1.6% 1,135,505 $60.6M
Schroder Investment Management Group 0.06% Reduce -3.9% 1,019,199 $54.4M
Captrust Financial Advisors 0.19% Add +39.5% 967,408 $51.6M
Flow Traders U.S. LLC 2.62% Add +2733.7% 917,469 $49.0M
Goldman Sachs Group Inc. 0.01% Reduce -4.4% 829,954 $44.3M
TLWM 9.50% Reduce -1.3% 802,239 $42.8M
AMG National Trust Bank 1.20% Reduce -1.5% 767,842 $41.0M
Calamos Wealth Management LLC 2.32% Add +7.1% 758,716 $40.5M
Cerity Partners LLC 0.10% Add +13.9% 735,558 $39.3M
Jane Street Group, LLC 0.05% Add +6565.3% 730,121 $39.0M
US Bancorp \de 0.05% Add +1.3% 728,171 $38.9M
MML Investors Services, LLC 0.13% Add +2.8% 595,226 $31.8M
GM Advisory Group, LLC 2.18% Add +4.2% 582,935 $31.1M
Wesbanco Bank Inc. 1.12% Add +5.8% 554,971 $29.6M
Franklin Resources Inc. 0.01% Reduce -5.2% 537,359 $28.7M
Raymond James Financial Services Advisors, Inc. 0.04% Add +155.1% 521,188 $27.8M
JPMorgan Chase & Co. 0.00% Reduce -18.0% 517,730 $27.6M
Old Mission Capital LLC 0.67% Add +456.7% 513,431 $27.4M
BNP Paribas Financial Markets 0.03% Add +0.0% 500,261 $26.7M
Envestnet Asset Management Inc. 0.01% Add +0.4% 493,983 $26.4M
Capital Investment Advisors, LLC 0.60% Reduce -6.8% 481,737 $25.7M
Alliancebernstein L.P. 0.01% Add +16.8% 439,780 $23.5M
Advus Financial Partners, LLC 6.80% Add +4.4% 411,985 $22.0M
Cornerstone Wealth Group, LLC 1.95% Add +0.3% 395,995 $21.1M
Cadence Bank 1.53% Reduce -0.8% 393,238 $21.0M
Bank of New York Mellon Corp 0.00% Add +0.6% 392,820 $21.0M
Mariner, LLC 0.04% Add +12.9% 380,299 $20.3M
Royal Bank of Canada 0.00% Reduce -40.5% 369,437 $19.7M
Corient Private Wealth LP 0.03% Reduce -13.5% 348,635 $18.6M
Osborne Partners Capital Management, LLC 1.14% Reduce -7.9% 345,360 $18.4M
Legacy Private Trust Co. 1.30% Reduce -4.3% 334,172 $17.8M
Heritage Wealth Advisors 0.76% Reduce -0.5% 310,104 $16.6M
Kestra Advisory Services, LLC 0.11% Add +14.0% 300,640 $16.1M
Prime Capital Investment Advisors, LLC 0.22% Add +361.1% 295,922 $15.8M
HighTower Advisors, LLC 0.03% Reduce -14.7% 293,318 $15.6M
Blair William & Co. 0.05% Add +1.9% 268,809 $14.4M
Bailard, Inc. 0.38% Add +4.7% 257,503 $13.7M
Mill Creek Capital Advisors, LLC 0.36% Reduce -1.8% 251,060 $13.4M
Sequoia Financial Advisors, LLC 0.15% Reduce -5.3% 231,567 $12.4M
Lido Advisors, LLC 0.11% Add +4343.3% 228,606 $12.2M
CMH Wealth Management LLC 3.08% Reduce -4.7% 226,891 $12.1M
LPL Financial LLC 0.01% Add +15.8% 226,778 $12.1M
Philip James Wealth Mangement, LLC 8.35% Add +2.3% 220,808 $11.8M
Wells Fargo & Company 0.00% Reduce -43.5% 211,099 $11.3M
Lazard Asset Management LLC 0.01% Reduce -63.2% 209,283 $11.2M
Sentinel Trust Co. Lba 1.43% Reduce -2.3% 207,232 $11.1M
SVB Wealth LLC 0.24% Reduce -9.3% 202,020 $10.8M
Pitcairn Co. 0.69% Reduce -0.5% 199,786 $10.7M
NewEdge Advisors, LLC 0.09% Add +2.6% 194,428 $10.4M
Truist Financial Corp. 0.01% Add +2.6% 181,637 $9.7M
Raymond James & Associates 0.01% Reduce -5.5% 177,786 $9.5M
Osaic Holdings, Inc. 0.02% Reduce -23.8% 170,339 $9.1M
Johnson Investment Counsel Inc. 0.10% Add +1.3% 164,479 $8.8M
Whittier Trust Co. 0.13% Reduce -5.2% 163,808 $8.7M
Cumberland Advisors Inc. 3.20% Add +8.5% 161,405 $8.6M
Charter Oak Capital Management, LLC 0.92% Reduce -5.0% 160,602 $8.6M
Creative Planning 0.01% Reduce -39.1% 147,209 $7.9M
DRW Securities, LLC 0.44% Add +23.8% 145,873 $7.8M
Cassia Capital Partners, LLC 5.11% Add +16.3% 144,091 $7.7M
Cetera Investment Advisers 0.02% Add +552.1% 142,676 $7.6M
Castleark Management LLC 0.31% No change 139,850 $7.5M
Allspring Global Investments Holdings, LLC 0.01% Add +57.0% 137,650 $7.3M
Federation des caisses Desjardins du Quebec 0.05% Reduce -1.2% 136,165 $7.3M
Nisa Investment Advisors, LLC 0.05% No change 135,300 $7.2M
Dentgroup LLC 5.79% Add +6.7% 131,133 $7.0M
Thornburg Investment Management Inc. 0.10% Add +3.8% 129,662 $6.9M
Blue Trust, Inc. 0.10% Reduce -23.0% 129,094 $6.9M
Rockefeller Capital Management L.P. 0.02% Reduce -69.5% 128,853 $6.9M
Martin & Co. Inc. 1.63% Reduce -1.8% 125,298 $6.7M
Prio Wealth Limited Partnership 0.19% Add +56.5% 124,123 $6.6M
GLOBALT Investments LLC / GA 0.26% Reduce -0.2% 121,830 $6.5M
Commonwealth Equity Services, LLC 0.01% Add +4.5% 121,459 $6.5M
Goelzer Investment Management, Inc. 0.35% Reduce -0.5% 117,089 $6.3M
Sand Hill Global Advisors, LLC 0.29% No change 116,045 $6.2M
Apella Capital, LLC 0.30% Reduce -3.7% 112,519 $6.0M
FFT Wealth Management LLC 0.52% No change 112,231 $6.0M
Brown Advisory Inc. 0.01% Add +0.5% 109,558 $5.8M
Aaron Wealth Advisors LLC 0.77% Reduce -0.4% 100,681 $5.4M
Comerica Bank 0.02% Reduce -26.6% 99,595 $5.3M
Wealth Enhancement Advisory Services, LLC 0.01% Add +39.9% 99,582 $5.3M
St. Louis Trust Co 0.82% Add +0.3% 98,154 $5.2M
Smith & Howard Wealth Management, LLC 1.60% Add +1.6% 96,920 $5.2M
Stifel Financial Corp. 0.01% Add +5.2% 95,111 $5.1M
Rhumbline Advisers 0.00% Reduce -2.1% 92,653 $4.9M
Renaissance Technologies 0.01% New 90,400 $4.8M
Stage Harbor Financial, LLC 4.33% Reduce -1.8% 89,190 $4.8M
Ballentine Partners, LLC 0.09% Reduce -0.3% 85,015 $4.5M

"% of holder's portfolio" is ACWX's weight in each manager's 13F, not the share of iShares MSCI Acwi Ex US ETF the manager owns.

Show all 439 holders