Institutional Ownership Ishares Msci Acwi Ex Us ETF (ACWX)
This table provides information about the institutional ownership of Ishares Msci Acwi Ex Us ETF (ACWX). We have compiled data on the 493 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
50,905
shares
|
$2.68 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
50,692
shares
|
$2.67 Million
0.32% of portfolio
|
Q2 2024
Added 1.49%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
49,100
shares
|
$2.59 Million
0.23% of portfolio
|
Q2 2024
Added 13.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
48,377
shares
|
$2.55 Million
0.01% of portfolio
|
Q2 2024
Added 13.76%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
47,879
shares
|
$2.52 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
47,671
shares
|
$2.51 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
47,568
shares
|
$2.51 Million
0.19% of portfolio
|
Q4 2023
Added 3.01%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
46,053
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Sageworth Trust CO Of South Dakota
|
Oct 24, 2024 Q3 2024 |
45,529
shares
|
$2.4 Million
3.53% of portfolio
|
Q1 2024
Reduced 16.5%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
45,072
shares
|
$2.38 Million
1.3% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
44,970
shares
|
$2.37 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
44,725
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
44,104
shares
|
$2.33 Million
0.82% of portfolio
|
Q3 2022
Reduced 1.36%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
44,070
shares
|
$2.32 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
44,056
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,890
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
43,034
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2023
Added 5.19%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
41,660
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
41,214
shares
|
$2.17 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
40,870
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
40,465
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
40,000
shares
|
$2.11 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
39,480
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
38,591
shares
|
$2.03 Million
1.42% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
38,517
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.4%
|