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Bleakley Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bleakley Financial Group’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 		$1.3M Buy
17,016
+7,004
+70% +$521K 0.02% 588
2026
Q1 		$686K Buy
+10,012
New +$706K 0.01% 592
2025
Q4 		– Sell
-14,988
Closed -$974K – 681
2025
Q3 		$974K Buy
+14,988
New +$937K 0.02% 427
2025
Q1 		– Sell
-17,632
Closed -$920K – 512
2024
Q4 		$920K Buy
17,632
+6,669
+61% +$365K 0.03% 438
2024
Q3 		$627K Buy
10,963
+5,343
+95% +$291K 0.02% 530
2024
Q2 		$299K Buy
5,620
+921
+20% +$49.1K 0.01% 750
2024
Q1 		$251K Sell
4,699
-3,857
-45% -$198K 0.01% 818
2023
Q4 		$437K Sell
8,556
-7,562
-47% -$364K 0.01% 630
2023
Q3 		$758K Buy
16,118
+3,254
+25% +$159K 0.03% 444
2023
Q2 		$633K Buy
+12,864
New +$633K 0.02% 521
2023
Q1 		– Sell
-7,952
Closed -$362K – 911
2022
Q4 		$362K Buy
+7,952
New +$349K 0.01% 637

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 $8.38B AUM 25.07% 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 22.9% 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

Bleakley Financial Group's ACWX Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 70% in Q2 2026, buying an estimated $521K and bringing the position to 17,016 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #588.

Bleakley Financial Group first reported a position in ACWX in Q4 2022 and has held it in 11 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Bleakley Financial Group held 17,016 shares of iShares MSCI ACWI ex US ETF worth $1.3M as of Q2 2026.
  • Bleakley Financial Group bought 7,004 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $521K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #588 holding.
  • Bleakley Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 11 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.