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Blue Trust Inc’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Blue Trust Inc’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 		$6.93M Sell
91,099
-6,276
-6% -$467K 0.07% 79
2026
Q1 		$6.67M Sell
97,375
-2,176
-2% -$154K 0.08% 78
2025
Q4 		$6.68M Sell
99,551
-3,182
-3% -$211K 0.08% 76
2025
Q3 		$6.68M Sell
102,733
-5,967
-5% -$373K 0.08% 80
2025
Q2 		$6.62M Sell
108,700
-8,240
-7% -$476K 0.08% 80
2025
Q1 		$6.48M Sell
116,940
-2,128
-2% -$117K 0.08% 78
2024
Q4 		$6.21M Sell
119,068
-13,241
-10% -$724K 0.08% 79
2024
Q3 		$7.03M Sell
132,309
-2,520
-2% -$137K 0.09% 65
2024
Q2 		$7.2M Buy
134,829
+5,735
+4% +$306K 0.1% 61
2024
Q1 		$6.89M Sell
129,094
-38,561
-23% -$1.98M 0.1% 57
2023
Q4 		$7.88M Sell
167,655
-45,546
-21% -$2.19M 0.13% 47
2023
Q3 		$10.5M Sell
213,201
-19,369
-8% -$948K 0.16% 46
2023
Q2 		$11.3M Sell
232,570
-56,691
-20% -$2.79M 0.18% 45
2023
Q1 		$13.2M Sell
289,261
-142,547
-33% -$6.87M 0.22% 46
2022
Q4 		$17.3M Sell
431,808
-952
-0.2% -$41.8K 0.31% 39
2022
Q3 		$19.5M Sell
432,760
-54,595
-11% -$2.43M 0.34% 36
2022
Q2 		$25.5M Buy
+487,355
New +$23.6M 0.4% 32

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

Blue Trust Inc's ACWX Position: Q2 2026 in Review

Blue Trust Inc reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 6.4% in Q2 2026, selling an estimated $467K and leaving 91,099 shares worth $6.93M. The position accounts for 0.07% of the portfolio, ranked #79.

Blue Trust Inc first reported a position in ACWX in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.5M in Q2 2022. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Blue Trust Inc held 91,099 shares of iShares MSCI ACWI ex US ETF worth $6.93M as of Q2 2026.
  • Blue Trust Inc sold 6,276 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $467K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Blue Trust Inc's portfolio in Q2 2026, its #79 holding.
  • Blue Trust Inc first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's iShares MSCI ACWI ex US ETF position peaked at $25.5M in Q2 2022.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.