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Bradley Foster & Sargent’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bradley Foster & Sargent’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 		$3.12M Buy
41,033
+2,124
+5% +$158K 0.04% 192
2026
Q1 		$2.66M Buy
38,909
+23,909
+159% +$1.69M 0.04% 197
2025
Q4 		$1.01M Buy
+15,000
New +$994K 0.01% 290

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

Bradley Foster & Sargent's ACWX Position: Q2 2026 in Review

Bradley Foster & Sargent increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.5% in Q2 2026, buying an estimated $158K and bringing the position to 41,033 shares worth $3.12M. The position accounts for 0.04% of the portfolio, ranked #192.

Bradley Foster & Sargent first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Bradley Foster & Sargent held 41,033 shares of iShares MSCI ACWI ex US ETF worth $3.12M as of Q2 2026.
  • Bradley Foster & Sargent bought 2,124 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $158K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Bradley Foster & Sargent's portfolio in Q2 2026, its #192 holding.
  • Bradley Foster & Sargent first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.