Fund Evaluation Group, LLC ACWX — iShares MSCI ACWI ex. US ETF

Ownership history in Fund Evaluation Group, LLC  ·  56 quarters on record

AI Ownership Summary

Fund Evaluation Group, LLC reported iShares MSCI ACWI ex. US ETF (ACWX) in 56 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows ACWX at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fund Evaluation Group, LLC's position in iShares MSCI ACWI ex. US ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ACWX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACWX stock page Fund Evaluation Group, LLC fund profile Fund Evaluation Group, LLC full holdings
How Fund Evaluation Group, LLC held ACWX — position size vs. price
% of Fund (quarterly)    ACWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 33,728 -2,445 -6.8% 0.07% $2.3M 2026-05-08 $75.79
2025 Q4 REDUCED — — — 36,173 -17 -0.0% 0.08% $2.4M 2026-02-11 $73.76
2025 Q3 UNCHANGED — — — 36,190 — 0% 0.09% $2.4M 2025-11-12 $66.40
2025 Q2 REDUCED — — — 36,190 -1,572 -4.2% 0.09% $2.2M 2025-08-07 $60.81
2025 Q1 ADDED — — — 37,762 +617 +1.7% 0.09% $2.1M 2025-04-29 $55.25
2024 Q4 REDUCED — — — 37,145 -1,372 -3.6% 0.09% $1.9M 2025-02-12 $53.55
2024 Q3 REDUCED — — — 38,517 -155 -0.4% 0.12% $2.2M 2024-11-12 $51.48
2024 Q2 ADDED — — — 38,672 +99 +0.3% 0.13% $2.1M 2024-08-06 $48.99
2024 Q1 UNCHANGED — — — 38,573 — 0% 0.13% $2.1M 2024-05-08 $50.58
2023 Q4 REDUCED 9.2% +4.9% ❌ 38,573 -3,930 -9.2% 0.14% $2.0M 2024-02-12 $48.00
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACWX

As of 2026 Q1 — sorted by position size

WHI TRUST Co LLC 28.36% Resolute Advisors LLC 3Y 13.4% TLWM 3Y 7Y 11.59% Financial Council, LLC 3Y 10.23% GERMAN AMERICAN BANCORP, INC. 3Y 7Y 9.88% SUMMITPOINT CAPITAL MANAGEMENT 7.68% Winthrop Advisory Group LLC 3Y 7Y 7.11% Koss-Olinger Consulting, LLC 3Y 6.85% Midwestern Financial, LLC /IA 6.5% FSA WEALTH PARTNERS, INC. 3Y 7Y 6.43%

FAQ About Fund Evaluation Group, LLC and ACWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fund Evaluation Group, LLC reported owning ACWX?

Fund Evaluation Group, LLC reported ACWX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ACWX position in Fund Evaluation Group, LLC's portfolio?

The largest reported portfolio weight for ACWX was 0.14% in 2023 Q4.

What is the latest reported ACWX position on this page?

The most recent filing on this page is 2026 Q1, when Fund Evaluation Group, LLC reported 33,728 shares, equal to 0.07% of portfolio, with an estimated market value of $2.3M.

What does the chart on this ACWX ownership page compare?

The chart compares Fund Evaluation Group, LLC's quarterly ACWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fund Evaluation Group, LLC time their ACWX position?

Based on 13F filing dates vs. subsequent ACWX price moves, Fund Evaluation Group, LLC correctly timed 10 out of 24 reported position changes (42%).

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