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

BlueStem Wealth 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 		– Sell
-51,339
Closed -$3.52M – 128
2026
Q1 		$3.52M Buy
+51,339
New +$3.62M 0.39% 39

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

BlueStem Wealth Partners's ACWX Position: Q2 2026 in Review

BlueStem Wealth Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 51,339 shares — an estimated $3.52M sold.

BlueStem Wealth Partners first reported a position in ACWX in Q1 2026 and held it in 1 quarter. The position peaked at $3.52M in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • BlueStem Wealth Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • BlueStem Wealth Partners sold 51,339 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.52M.
  • BlueStem Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and held it in 1 quarter.
  • BlueStem Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $3.52M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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