WEST PACES ADVISORS INC. ACWX — ISHARES MSCI ACWI EX U.S. ETF

Ownership history in WEST PACES ADVISORS INC.  ·  8 quarters on record

AI Ownership Summary

WEST PACES ADVISORS INC. reported ISHARES MSCI ACWI EX U.S. ETF (ACWX) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.41% in 2026 Q1. The latest visible filing shows ACWX at 0.41% 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.

What this ACWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEST PACES ADVISORS INC.'s position in ISHARES MSCI ACWI EX U.S. 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 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2026 Q1

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

Time in book
Holding Window
2024 Q2 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 WEST PACES ADVISORS INC. fund profile WEST PACES ADVISORS INC. full holdings
How WEST PACES ADVISORS INC. 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 31,099 — 0% 0.41% $2.1M 2026-05-05 $73.96
2025 Q4 ADDED — — — 31,099 +1,075 +3.6% 0.40% $2.1M 2026-01-21 $69.74
2025 Q3 UNCHANGED — — — 30,024 — 0% 0.39% $2.0M 2025-10-22 $64.89
2025 Q2 UNCHANGED — — — 30,024 — 0% 0.39% $1.8M 2025-07-23 $61.64
2025 Q1 ADDED — — — 30,024 +1,772 +6.3% 0.38% $1.7M 2025-04-15 $52.81
2024 Q4 UNCHANGED — — — 28,252 — 0% 0.36% $1.5M 2025-02-14 $54.27
2024 Q3 UNCHANGED — — — 28,252 — 0% 0.40% $1.6M 2024-10-15 $53.35
2024 Q2 INITIATED — — — 28,252 — — 0.39% $1.5M 2024-07-17 $52.34

🏢 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 WEST PACES ADVISORS INC. and ACWX

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

How long has WEST PACES ADVISORS INC. reported owning ACWX?

WEST PACES ADVISORS INC. reported ACWX across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported ACWX position in WEST PACES ADVISORS INC.'s portfolio?

The largest reported portfolio weight for ACWX was 0.41% in 2026 Q1.

What is the latest reported ACWX position on this page?

The most recent filing on this page is 2026 Q1, when WEST PACES ADVISORS INC. reported 31,099 shares, equal to 0.41% of portfolio, with an estimated market value of $2.1M.

What does the chart on this ACWX ownership page compare?

The chart compares WEST PACES ADVISORS INC.'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 WEST PACES ADVISORS INC. time their ACWX position?

Based on 13F filing dates vs. subsequent ACWX price moves, WEST PACES ADVISORS INC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ACWX relative to SPY over the holding period was +3.6%.

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