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Bartlett & Co Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bartlett & Co 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 		$32.7K Hold
430
– – ﹤0.01% 814
2026
Q1 		$31.4K Buy
+430
New +$30.3K ﹤0.01% 754
2023
Q1 		– Sell
-1,942
Closed -$88.4K – 1061
2022
Q4 		$88.4K Buy
+1,942
New +$85.2K ﹤0.01% 490

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

Bartlett & Co Wealth Management's ACWX Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 430 shares worth $32.7K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Bartlett & Co Wealth Management first reported a position in ACWX in Q4 2022 and has held it in 3 quarters since. The position peaked at $88.4K in Q4 2022. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Bartlett & Co Wealth Management held 430 shares of iShares MSCI ACWI ex US ETF worth $32.7K as of Q2 2026.
  • Bartlett & Co Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 3 quarters since.
  • Bartlett & Co Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $88.4K in Q4 2022.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.