iShares MSCI Acwi Ex US ETFACWXETF

13F holders, Q1 2025 (March 31)
498holders −2
54new positions
50sold out
5famous investors
$55.45avg. 13F price*

At the end of Q1 2025, 498 institutions reported holding iShares MSCI Acwi Ex US ETF (ACWX) in their 13F filings, down 2 from Q4 2024. 54 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($328.1M), BlackRock, Inc. ($263.0M) and Morgan Stanley ($223.0M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions54$88.4M
Exits50$94.3M

All 13F filers, Q4 2024 → Q1 2025: 7,859,508 shares bought and 9,378,959 shares sold, net −1,519,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 498 holders

Bank of America Corp. 0.03% Reduce -21.1% 5,917,701 $328.1M
BlackRock, Inc. 0.01% Reduce -3.6% 4,743,673 $263.0M
Morgan Stanley 0.02% Add +13.7% 4,020,740 $223.0M
UBS Group AG 0.03% Add +4.9% 2,844,202 $157.7M
Merit Financial Group, LLC 1.42% Add +15313.1% 1,712,700 $95.0M
German American Bancorp, Inc. 9.40% Add +1.4% 1,576,511 $87.4M
Sageworth Trust Co 5.10% Reduce -0.6% 1,479,590 $82.0M
Focus Partners Wealth 0.20% Add +4711.1% 1,421,254 $78.8M
Goldman Sachs Group Inc. 0.01% Add +1.9% 1,222,535 $67.8M
Jane Street Group, LLC 0.12% Add +27.6% 1,198,953 $66.5M
Regions Financial Corp. 0.47% Reduce -0.8% 1,135,989 $63.0M
Cliffwater LLC 15.93% No change 1,098,677 $60.9M
Ameriprise Financial Inc. 0.02% Reduce -22.5% 1,069,186 $59.3M
Glenmede Trust Co. NA 0.31% Reduce -0.9% 1,051,510 $58.3M
Captrust Financial Advisors 0.15% Reduce -3.8% 1,047,756 $58.1M
Envestnet Asset Management Inc. 0.02% Add +15.9% 1,046,638 $58.0M
Winthrop Advisory Group LLC 6.14% Add +21.5% 920,403 $51.0M
Cerity Partners LLC 0.10% Add +9.6% 876,441 $48.6M
Calamos Wealth Management LLC 2.43% Add +0.7% 866,139 $48.0M
BNP Paribas Financial Markets 0.04% Add +1.4% 851,932 $47.2M
JPMorgan Chase & Co. 0.00% Reduce -4.3% 837,936 $46.5M
TLWM 9.12% Reduce -0.1% 822,823 $45.6M
GM Advisory Group, LLC 2.31% Add +13.5% 772,289 $42.8M
US Bancorp \de 0.06% Reduce -1.9% 746,220 $41.4M
AMG National Trust Bank 1.10% Reduce -3.1% 708,737 $39.3M
Wesbanco Bank Inc. 1.32% Add +2.9% 682,895 $37.9M
Johnson Financial Group, Inc. 1.70% Reduce -3.7% 625,222 $34.7M
Abundance Wealth Counselors 5.90% New 508,265 $28.2M
Franklin Resources Inc. 0.01% Reduce -4.0% 489,868 $27.2M
Alliancebernstein L.P. 0.01% Add +2.6% 485,398 $26.9M
MML Investors Services, LLC 0.09% Add +1.1% 476,559 $26.4M
Advus Financial Partners, LLC 7.23% Add +6.0% 465,443 $25.8M
Kestra Advisory Services, LLC 0.12% Add +18.0% 460,744 $25.5M
Itau Unibanco Holding S.A. 0.97% Add +15.2% 454,713 $25.2M
Wells Fargo & Company 0.01% Add +31.1% 445,993 $24.7M
Capital Investment Advisors, LLC 0.48% Reduce -1.6% 442,173 $24.5M
Clal Insurance Enterprises Holdings Ltd 0.25% No change 441,920 $24.5M
Cadence Bank 1.65% Reduce -0.5% 416,334 $23.1M
Raymond James Financial Inc. 0.01% Reduce -42.6% 396,761 $22.0M
LPL Financial LLC 0.01% Reduce -5.5% 345,465 $19.2M
FMR LLC 0.00% Add +57.0% 343,794 $19.1M
Cornerstone Wealth Group, LLC 1.55% Reduce -4.6% 336,577 $18.7M
Federation des caisses Desjardins du Quebec 0.09% Add +137.3% 315,392 $17.5M
Heritage Wealth Advisors 0.87% No change 309,464 $17.2M
Osborne Partners Capital Management, LLC 0.99% No change 308,785 $17.1M
Spire Wealth Management 0.53% Reduce -2.3% 300,863 $16.7M
Blair William & Co. 0.05% Add +3.4% 296,459 $16.4M
Legacy Private Trust Co. 1.08% Reduce -3.6% 282,669 $15.7M
HighTower Advisors, LLC 0.02% Reduce -1.2% 281,782 $15.6M
Mariner, LLC 0.03% Add +4.9% 272,480 $15.1M
Sequoia Financial Advisors, LLC 0.12% Add +17.0% 268,940 $14.9M
Comerica Bank 0.06% Reduce -18.4% 265,361 $14.7M
Cetera Investment Advisers 0.03% Add +5.4% 265,188 $14.7M
Royal Bank of Canada 0.00% Reduce -63.1% 263,770 $14.6M
Mill Creek Capital Advisors, LLC 0.33% Reduce -0.0% 249,018 $13.8M
Truist Financial Corp. 0.02% Reduce -1.1% 248,110 $13.8M
T. Rowe Price Associates Inc. 0.00% No change 247,240 $13.7M
Lazard Asset Management LLC 0.02% Reduce -76.7% 234,563 $13.0M
CMH Wealth Management LLC 3.25% Add +1.2% 233,807 $13.0M
Thornburg Investment Management Inc. 0.17% Reduce -61.8% 215,665 $12.0M
Bailard, Inc. 0.29% Reduce -14.6% 206,094 $11.4M
Old Mission Capital LLC 0.21% New 200,281 $11.1M
Janney Montgomery Scott LLC 0.03% Reduce -4.4% 187,254 $10.4M
Osaic Holdings, Inc. 0.02% Reduce -7.7% 181,163 $10.0M
Corient Private Wealth LP 0.02% Reduce -61.8% 181,145 $10.0M
Park Avenue Securities LLC 0.12% Add +20.2% 180,514 $10.0M
Lido Advisors, LLC 0.06% Reduce -7.1% 179,917 $10.0M
Pitcairn Co. 0.58% Reduce -3.9% 174,436 $9.7M
Madrona Financial Services, LLC 2.60% Add +1675.5% 170,283 $9.4M
Beacon Pointe Advisors, LLC 0.11% Add +504.0% 168,770 $9.4M
NewEdge Advisors, LLC 0.06% Reduce -23.8% 167,752 $9.3M
O'shaughnessy Asset Management, LLC 0.07% Add +24.1% 165,631 $9.2M
Whittier Trust Co. 0.12% Add +2.1% 159,271 $8.8M
Trust Co 1.02% Add +5.0% 155,516 $8.6M
GLOBALT Investments LLC / GA 0.35% Reduce -9.2% 155,055 $8.6M
Premier Path Wealth Partners, LLC 1.32% Add +11.6% 152,929 $8.5M
Lowe Brockenbrough & Co. Inc. 0.55% Add +113.9% 150,220 $8.3M
Arcadia Wealth Management, LLC 4.11% Add +6.8% 150,186 $8.3M
Cumberland Advisors Inc. 3.75% Add +0.8% 149,165 $8.3M
Charter Oak Capital Management, LLC 0.75% Reduce -1.9% 148,181 $8.2M
Rhumbline Advisers 0.01% Reduce -27.3% 147,049 $8.2M
Johnson Investment Counsel Inc. 0.08% Reduce -3.3% 145,170 $8.0M
Cassia Capital Partners, LLC 4.98% Reduce -1.5% 143,994 $8.0M
ICONIQ Capital, LLC 0.14% No change 142,174 $7.9M
Ssi Investment Management LLC 3.11% New 138,822 $7.7M
Nisa Investment Advisors, LLC 0.04% No change 135,300 $7.5M
Creative Planning 0.01% Reduce -6.0% 133,022 $7.4M
State of Wyoming 0.93% Reduce -5.6% 126,430 $7.0M
Sentinel Trust Co. Lba 0.83% Reduce -6.9% 126,363 $7.0M
Rockefeller Capital Management L.P. 0.02% Reduce -35.1% 120,779 $6.7M
Blue Trust, Inc. 0.08% Reduce -1.8% 116,940 $6.5M
Martin & Co. Inc. 1.24% Add +2.5% 115,969 $6.4M
Sand Hill Global Advisors, LLC 0.26% No change 115,173 $6.4M
Brown Advisory Inc. 0.01% Reduce -8.0% 107,181 $5.9M
Coldstream Capital Management Inc. 0.12% Add +0.3% 103,970 $5.8M
Apella Capital, LLC 0.20% Reduce -1.5% 108,335 $5.7M
Stifel Financial Corp. 0.01% Reduce -1.6% 102,432 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.5% 102,095 $5.7M
Goelzer Investment Management, Inc. 0.33% Reduce -4.9% 101,682 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +1.6% 101,128 $5.6M

"% 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 498 holders