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AE Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

AE Wealth Management’s Portfolio ACWX Stock Details ACWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.88M Buy
129,848
+20,966
+19% +$1.56M 0.05% 309
2026
Q1 		$7.46M Buy
108,882
+108,419
+23,417% +$7.65M 0.04% 336
2025
Q4 		$31.1K Buy
463
+108
+30% +$7.16K ﹤0.01% 1936
2025
Q3 		$23.1K Buy
355
+62
+21% +$3.88K ﹤0.01% 1877
2025
Q2 		$17.9K Sell
293
-905
-76% -$52.3K ﹤0.01% 1786
2025
Q1 		$66.4K Buy
1,198
+293
+32% +$16.1K ﹤0.01% 1535
2024
Q4 		$47.2K Buy
+905
New +$49.5K ﹤0.01% 1568
2024
Q1 		– Sell
-20,389
Closed -$1.03M – 1156
2023
Q4 		$1.03M Buy
20,389
+8,186
+67% +$394K 0.01% 1143
2023
Q3 		$574K Buy
12,203
+977
+9% +$47.8K ﹤0.01% 1305
2023
Q2 		$553K Buy
+11,226
New +$553K ﹤0.01% 1337
2021
Q1 		– Sell
-26,488
Closed -$1.41M – 1472
2020
Q4 		$1.41M Buy
26,488
+1,167
+5% +$57.9K 0.02% 600
2020
Q3 		$1.16M Sell
25,321
-401
-2% -$18.5K 0.02% 592
2020
Q2 		$1.11M Buy
25,722
+2,538
+11% +$104K 0.02% 589
2020
Q1 		$873K Buy
23,184
+2,760
+14% +$124K 0.02% 521
2019
Q4 		$1M Buy
20,424
+2,115
+12% +$101K 0.02% 538
2019
Q3 		$843K Sell
18,309
-7,876
-30% -$361K 0.02% 490
2019
Q2 		$1.22M Buy
+26,185
New +$1.22M 0.04% 350
2019
Q1 		– Sell
-5,356
Closed -$225K – 642
2018
Q4 		$225K Buy
5,356
+885
+20% +$39K 0.04% 414
2018
Q3 		$213K Sell
4,471
-1,457
-25% -$69.3K 0.01% 541
2018
Q2 		$280K Sell
5,928
-583
-9% -$28.9K 0.02% 346
2018
Q1 		$324K Sell
6,511
-662
-9% -$33.7K 0.03% 314
2017
Q4 		$358K Sell
7,173
-45
-0.6% -$2.22K 0.03% 281
2017
Q3 		$349K Sell
7,218
-507
-7% -$23.9K 0.03% 281
2017
Q2 		$352K Buy
7,725
+385
+5% +$17.4K 0.04% 272
2017
Q1 		$320K Buy
+7,340
New +$311K 0.06% 207

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AE Wealth Management's ACWX Position: Q2 2026 in Review

AE Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 19% in Q2 2026, buying an estimated $1.56M and bringing the position to 129,848 shares worth $9.88M. The position accounts for 0.05% of the portfolio, ranked #309.

AE Wealth Management first reported a position in ACWX in Q1 2017 and has held it in 25 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • AE Wealth Management held 129,848 shares of iShares MSCI ACWI ex US ETF worth $9.88M as of Q2 2026.
  • AE Wealth Management bought 20,966 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.56M.
  • iShares MSCI ACWI ex US ETF made up 0.05% of AE Wealth Management's portfolio in Q2 2026, its #309 holding.
  • AE Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 25 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.