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Apella Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Apella Capital’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 		$7.67M Sell
102,070
-1,238
-1% -$92.1K 0.11% 134
2026
Q1 		$7.69M Sell
103,308
-4,348
-4% -$307K 0.11% 133
2025
Q4 		$7.23M Sell
107,656
-275
-0.3% -$18.2K 0.14% 113
2025
Q3 		$7.11M Sell
107,931
-422
-0.4% -$26.4K 0.16% 105
2025
Q2 		$6.56M Buy
108,353
+18
+0% +$1.04K 0.18% 97
2025
Q1 		$5.74M Sell
108,335
-1,605
-1% -$88.1K 0.2% 85
2024
Q4 		$5.73M Sell
109,940
-1,379
-1% -$75.4K 0.22% 71
2024
Q3 		$6.37M Sell
111,319
-1,098
-1% -$59.8K 0.26% 58
2024
Q2 		$6.08M Sell
112,417
-102
-0.1% -$5.44K 0.27% 58
2024
Q1 		$6.02M Sell
112,519
-4,375
-4% -$225K 0.3% 57
2023
Q4 		$5.86M Sell
116,894
-3,968
-3% -$191K 0.33% 58
2023
Q3 		$5.68M Sell
120,862
-850
-0.7% -$41.6K 0.4% 51
2023
Q2 		$5.99M Buy
+121,712
New +$5.99M 0.43% 49
2022
Q4 		$5.64M Buy
123,919
+12,777
+11% +$560K 0.51% 46
2022
Q3 		$4.45M Buy
111,142
+156
+0.1% +$6.94K 0.52% 45
2022
Q2 		$4.99M Buy
110,986
+1,785
+2% +$86.4K 0.6% 39
2022
Q1 		$5.71M Buy
109,201
+1,117
+1% +$59.5K 0.8% 33
2021
Q4 		$6.01M Sell
108,084
-3,320
-3% -$187K 0.77% 33
2021
Q3 		$6.17M Sell
111,404
-104
-0.1% -$5.92K 0.89% 32
2021
Q2 		$6.41M Buy
111,508
+2,351
+2% +$135K 1.05% 26
2021
Q1 		$6.02M Sell
109,157
-3,996
-4% -$221K 1.9% 15
2020
Q4 		$6M Buy
113,153
+3,504
+3% +$174K 2.11% 12
2020
Q3 		$5.04M Sell
109,649
-1,116
-1% -$51.4K 2.03% 13
2020
Q2 		$4.79M Buy
110,765
+24,020
+28% +$982K 2.23% 11
2020
Q1 		$3.27M Buy
+86,745
New +$3.9M 1.91% 13

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

Apella Capital's ACWX Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.2% in Q2 2026, selling an estimated $92.1K and leaving 102,070 shares worth $7.67M. The position accounts for 0.11% of the portfolio, ranked #134.

Apella Capital first reported a position in ACWX in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.69M in Q1 2026. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Apella Capital held 102,070 shares of iShares MSCI ACWI ex US ETF worth $7.67M as of Q2 2026.
  • Apella Capital sold 1,238 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $92.1K.
  • iShares MSCI ACWI ex US ETF made up 0.11% of Apella Capital's portfolio in Q2 2026, its #134 holding.
  • Apella Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares MSCI ACWI ex US ETF position peaked at $7.69M in Q1 2026.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.