Bank of Montreal
ACWX icon

Bank of Montreal’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bank of Montreal’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 		$32.9M Buy
432,859
+40
+0% +$2.98K 0.01% 731
2026
Q1 		$29.6M Buy
432,819
+35,050
+9% +$2.47M 0.01% 702
2025
Q4 		$26.7M Buy
397,769
+147,858
+59% +$9.8M 0.01% 761
2025
Q3 		$16.2M Buy
249,911
+116,871
+88% +$7.31M 0.01% 864
2025
Q2 		$8.11M Buy
133,040
+84,857
+176% +$4.9M ﹤0.01% 1068
2025
Q1 		$2.67M Buy
48,183
+28,454
+144% +$1.56M ﹤0.01% 1402
2024
Q4 		$1.03M Buy
19,729
+10,497
+114% +$574K ﹤0.01% 1863
2024
Q3 		$531K Sell
9,232
-426,462
-98% -$23.2M ﹤0.01% 2379
2024
Q2 		$23.2M Buy
435,694
+422,500
+3,202% +$22.5M 0.01% 706
2024
Q1 		$705K Sell
13,194
-23,205
-64% -$1.19M ﹤0.01% 2209
2023
Q4 		$1.87M Sell
36,399
-68,307
-65% -$3.29M ﹤0.01% 1728
2023
Q3 		$5.11M Buy
104,706
+95,474
+1,034% +$4.67M ﹤0.01% 1265
2023
Q2 		$463K Hold
9,232
– – ﹤0.01% 2646
2023
Q1 		$459K Sell
9,232
-860
-9% -$41.4K ﹤0.01% 2505
2022
Q4 		$460K Sell
10,092
-3,368
-25% -$148K ﹤0.01% 2654
2022
Q3 		$581K Buy
13,460
+4,880
+57% +$217K ﹤0.01% 2494
2022
Q2 		$391K Hold
8,580
– – ﹤0.01% 2836
2022
Q1 		$475K Hold
8,580
– – ﹤0.01% 2889
2021
Q4 		$478K Hold
8,580
– – ﹤0.01% 2434
2021
Q3 		$493K Sell
8,580
-2,035
-19% -$116K ﹤0.01% 2888
2021
Q2 		$628K Buy
+10,615
New +$609K ﹤0.01% 2710
2019
Q3 		– Sell
-59,940
Closed -$2.8M – 4702
2019
Q2 		$2.8M Sell
59,940
-1,270
-2% -$59K ﹤0.01% 1485
2019
Q1 		$2.83M Buy
61,210
+1,455
+2% +$65.5K ﹤0.01% 1479
2018
Q4 		$2.51M Buy
+59,755
New +$2.63M ﹤0.01% 1416
2015
Q1 		– Sell
-12,147
Closed -$523K – 3952
2014
Q4 		$523K Buy
+12,147
New +$537K ﹤0.01% 2040
2013
Q3 		– Sell
-804
Closed -$33K – 3775
2013
Q2 		$33K Buy
+804
New +$34.7K ﹤0.01% 2877

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

Bank of Montreal's ACWX Position: Q2 2026 in Review

Bank of Montreal increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.01% in Q2 2026, buying an estimated $2.98K and bringing the position to 432,859 shares worth $32.9M. The position accounts for 0.01% of the portfolio, ranked #731.

Bank of Montreal first reported a position in ACWX in Q2 2013 and has held it in 26 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Bank of Montreal held 432,859 shares of iShares MSCI ACWI ex US ETF worth $32.9M as of Q2 2026.
  • Bank of Montreal bought 40 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.98K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #731 holding.
  • Bank of Montreal first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 26 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.