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BOK Financial Private Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BOK Financial Private 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
Q1 		$9.86K Hold
144
– – ﹤0.01% 349
2025
Q4 		$9.67K Hold
144
– – ﹤0.01% 388
2025
Q3 		$9.36K Hold
144
– – ﹤0.01% 332
2025
Q2 		$8.78K Hold
144
– – ﹤0.01% 362
2025
Q1 		$7.99K Hold
144
– – ﹤0.01% 398
2024
Q4 		$7.51K Hold
144
– – ﹤0.01% 385
2024
Q3 		$8.24K Hold
144
– – ﹤0.01% 405
2024
Q2 		$7.65K Hold
144
– – ﹤0.01% 388
2024
Q1 		$7.69K Hold
144
– – ﹤0.01% 379
2023
Q4 		$7.35K Hold
144
– – ﹤0.01% 384
2023
Q3 		$6.77K Hold
144
– – ﹤0.01% 331
2023
Q2 		$7.09K Hold
144
– – ﹤0.01% 318
2023
Q1 		$7.02K Hold
144
– – ﹤0.01% 350
2022
Q4 		$6.55K Sell
144
-1,930
-93% -$84.7K ﹤0.01% 327
2022
Q3 		$83K Sell
2,074
-105
-5% -$4.67K 0.01% 214
2022
Q2 		$98K Buy
+2,179
New +$105K 0.01% 205
2020
Q2 		– Sell
-19,529
Closed -$735K – 161
2020
Q1 		$735K Hold
19,529
– – 0.09% 111
2019
Q4 		$959K Sell
19,529
-3,532
-15% -$168K 0.08% 104
2019
Q3 		$1.06M Buy
23,061
+5,938
+35% +$272K 0.15% 49
2019
Q2 		$801K Buy
17,123
+387
+2% +$18K 0.12% 54
2019
Q1 		$774K Sell
16,736
-2,326
-12% -$105K 0.1% 54
2018
Q4 		$800K Buy
+19,062
New +$840K 0.11% 54

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BOK Financial Private Wealth's ACWX Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 144 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

BOK Financial Private Wealth first reported a position in ACWX in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.06M in Q3 2019. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • BOK Financial Private Wealth held 144 shares of iShares MSCI ACWI ex US ETF worth $9.86K as of Q1 2026.
  • BOK Financial Private Wealth left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #349 holding.
  • BOK Financial Private Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 22 quarters since.
  • BOK Financial Private Wealth's iShares MSCI ACWI ex US ETF position peaked at $1.06M in Q3 2019.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.