Premier Path Loads Up ACWX With 64,000 Shares Bought

1 week ago 10

Will Healy, The Motley Fool

Fri, January 23, 2026 astatine 10:53 AM CST 4 min read

Added 64,073 shares of ACWX; estimated commercialized size $4.25 cardinal based connected quarterly mean pricing.
Quarter-end presumption worth accrued by $4.74 million, reflecting some trading and terms movement.
Transaction worth accounted for 0.55% of 13F AUM
Post-trade holding: 270,551 shares valued astatine $18.16 million.
ACWX present represents 2.35% of 13F AUM, making it the fifth-largest holding.
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On January 22, 2026, Premier Path Wealth Partners, LLC disclosed a acquisition of 64,073 shares of iShares Trust - iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX), an estimated $4.25 cardinal commercialized based connected quarterly mean pricing.

According to a SEC filing dated January 22, 2026, Premier Path Wealth Partners, LLC accrued its ACWX holding during the 4th quarter. At quarter’s end, the presumption was valued astatine $18.16 million, an summation of $4.74 cardinal from the erstwhile period.

The money executed a buy, with ACWX comprising 2.35% of 13F reportable assets aft the trade.
Top holdings aft the filing:
- NASDAQ: AAPL: $41.41 cardinal (5.3% of AUM)
- NYSEMKT: XLK: $29.46 cardinal (3.8% of AUM)
- NASDAQ: NVDA: $27.95 cardinal (3.6% of AUM)
- NASDAQ: MSFT: $26.23 cardinal (3.4% of AUM)
- NASDAQ: ACWX: $18.16 cardinal (2.3% of AUM)
As of January 21, 2026, shares were priced astatine $69.74, up 30.1% implicit the past year, with a one-year alpha of 15.0 percent points versus the S&P 500.
Dividend output stands astatine 2.70%.

Metric

Value

AUM	N/A
Dividend Yield	2.70%
Price (as of marketplace adjacent January 21, 2026)	$69.74
1-Year Price Change	30.1%

Investment strategy seeks to way the show of the MSCI ACWI ex U.S. Index, providing vulnerability to some developed and emerging markets extracurricular the United States.
The portfolio is broadly diversified crossed planetary equities, with holdings spanning aggregate sectors and countries arsenic determined by the underlying scale methodology.
Structured arsenic an ETF with a competitory disbursal ratio, the money is designed for businesslike entree to planetary equities and is suitable for organization and idiosyncratic investors seeking planetary diversification.

The iShares MSCI ACWI ex U.S. ETF offers investors a cost-effective conveyance to summation vulnerability to a wide array of planetary equities, excluding the United States. With a important plus basal and a absorption connected wide diversification, the money is positioned to seizure maturation opportunities crossed some developed and emerging markets. Its index-tracking strategy and transparent operation marque it a applicable prime for those seeking planetary equity allocation wrong a azygous ETF.