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

Aptus Capital Advisors’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 		$235K Sell
3,083
-2,541
-45% -$189K ﹤0.01% 1051
2026
Q1 		$385K Buy
5,624
+3,763
+202% +$265K ﹤0.01% 792
2025
Q4 		$125K Buy
1,861
+2
+0.1% +$133 ﹤0.01% 1123
2025
Q3 		$121K Sell
1,859
-141
-7% -$8.81K ﹤0.01% 1085
2025
Q2 		$122K Buy
2,000
+206
+11% +$11.9K ﹤0.01% 1041
2025
Q1 		$99.5K Sell
1,794
-647
-27% -$35.5K ﹤0.01% 1011
2024
Q4 		$127K Buy
2,441
+2,122
+665% +$116K ﹤0.01% 965
2024
Q3 		$18.3K Buy
319
+54
+20% +$2.94K ﹤0.01% 1047
2024
Q2 		$14.1K Buy
265
+11
+4% +$587 ﹤0.01% 1004
2024
Q1 		$13.6K Hold
254
– – ﹤0.01% 1006
2023
Q4 		$13K Hold
254
– – ﹤0.01% 780
2023
Q3 		$11.9K Hold
254
– – ﹤0.01% 790
2023
Q2 		$12.5K Hold
254
– – ﹤0.01% 688
2023
Q1 		$12.4K Buy
+254
New +$12.2K ﹤0.01% 667

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

Aptus Capital Advisors's ACWX Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 45% in Q2 2026, selling an estimated $189K and leaving 3,083 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Aptus Capital Advisors first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. The position peaked at $385K in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Aptus Capital Advisors held 3,083 shares of iShares MSCI ACWI ex US ETF worth $235K as of Q2 2026.
  • Aptus Capital Advisors sold 2,541 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $189K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1051 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
  • Aptus Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $385K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.