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 Q2	$11K	Hold	144	–	–	﹤0.01%	392
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BOK Financial Private Wealth's ACWX Position: Q2 2026 in Review

BOK Financial Private Wealth held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 144 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

BOK Financial Private Wealth first reported a position in ACWX in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.06M in Q3 2019. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

BOK Financial Private Wealth held 144 shares of iShares MSCI ACWI ex US ETF worth $11K as of Q2 2026.
BOK Financial Private Wealth left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #392 holding.
BOK Financial Private Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 23 quarters since.
BOK Financial Private Wealth's iShares MSCI ACWI ex US ETF position peaked at $1.06M in Q3 2019.
744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.