ACWX — ISHARES MSCI ACWI EX US INDEX FUND

Ownership history in Red Tortoise LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Red Tortoise LLC reported a position in ISHARES MSCI ACWI EX US INDEX FUND (ACWX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.68% (2022 Q1)
Avg. % of fund
1.39%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,050 +709 +1.5% 1.34% $3.2M $67.13
2025 Q3 UNCHANGED 46,341 — 0% 1.31% $3.0M $64.00
2025 Q2 ADDED 46,341 +630 +1.4% 1.36% $2.8M $59.99
2025 Q1 UNCHANGED 45,711 — 0% 1.31% $2.5M $53.82
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ACWX price (monthly, adj. close)

Other funds also holding ACWX

As of 2025 Q4 — sorted by position size

WHI TRUST Co LLC 27.33% Cliffwater LLC 3Y 7Y 14.78% Resolute Advisors LLC 3Y 10.37% FSA WEALTH PARTNERS, INC. 3Y 7Y 10.0% TLWM 3Y 7Y 9.54% Winthrop Advisory Group LLC 3Y 7Y 6.4% Abundance Wealth Counselors 3Y 7Y 5.86% Midwestern Financial, LLC /IA 5.65% Financial Council, LLC 3Y 5.65% Ehrenkranz Partners L.P. 5.43%
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