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BIP Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BIP Wealth’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 		$6.05M Buy
79,491
+46,171
+139% +$3.44M 0.17% 97
2026
Q1 		$2.28M Sell
33,320
-569
-2% -$40.1K 0.09% 129
2025
Q4 		$2.27M Sell
33,889
-150
-0.4% -$9.94K 0.08% 140
2025
Q3 		$2.21M Buy
34,039
+3,984
+13% +$249K 0.11% 83
2025
Q2 		$1.83M Sell
30,055
-4,400
-13% -$254K 0.11% 72
2025
Q1 		$1.91M Hold
34,455
– – 0.12% 69
2024
Q4 		$1.8M Buy
34,455
+300
+0.9% +$16.4K 0.12% 70
2024
Q3 		$1.95M Buy
34,155
+3,190
+10% +$174K 0.13% 65
2024
Q2 		$1.65M Sell
30,965
-4,390
-12% -$234K 0.13% 61
2024
Q1 		$1.89M Sell
35,355
-400
-1% -$20.5K 0.14% 61
2023
Q4 		$1.82M Buy
35,755
+2,950
+9% +$142K 0.14% 60
2023
Q3 		$1.54M Sell
32,805
-4,100
-11% -$201K 0.14% 61
2023
Q2 		$1.82M Sell
36,905
-3,093
-8% -$152K 0.15% 59
2023
Q1 		$1.95M Buy
+39,998
New +$1.93M 0.21% 57

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

BIP Wealth's ACWX Position: Q2 2026 in Review

BIP Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 139% in Q2 2026, buying an estimated $3.44M and bringing the position to 79,491 shares worth $6.05M. The position accounts for 0.17% of the portfolio, ranked #97.

BIP Wealth first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • BIP Wealth held 79,491 shares of iShares MSCI ACWI ex US ETF worth $6.05M as of Q2 2026.
  • BIP Wealth bought 46,171 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.44M.
  • iShares MSCI ACWI ex US ETF made up 0.17% of BIP Wealth's portfolio in Q2 2026, its #97 holding.
  • BIP Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.