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BBR Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BBR Partners’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 		$365K Hold
4,793
– – 0.02% 194
2026
Q1 		$328K Hold
4,793
– – 0.02% 195
2025
Q4 		$322K Sell
4,793
-61
-1% -$4.04K 0.02% 207
2025
Q3 		$316K Buy
4,854
+150
+3% +$9.38K 0.02% 204
2025
Q2 		$287K Buy
4,704
+225
+5% +$13K 0.02% 187
2025
Q1 		$248K Buy
+4,479
New +$246K 0.02% 194

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

BBR Partners's ACWX Position: Q2 2026 in Review

BBR Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,793 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #194.

BBR Partners first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • BBR Partners held 4,793 shares of iShares MSCI ACWI ex US ETF worth $365K as of Q2 2026.
  • BBR Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.02% of BBR Partners's portfolio in Q2 2026, its #194 holding.
  • BBR Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.