Brightwater Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Brightwater Advisory’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	$3.55M	Sell	46,609 -1,615	-3%	-$120K	2.24%	17
2026 Q1	$3.3M	Sell	48,224 -369	-0.8%	-$26K	2.18%	17
2025 Q4	$3.26M	Sell	48,593 -66	-0.1%	-$4.37K	2.2%	18
2025 Q3	$3.16M	Buy	48,659 +496	+1%	+$31K	2.17%	19
2025 Q2	$2.94M	Buy	48,163 +16,807	+54%	+$970K	2.11%	20
2025 Q1	$1.74M	Sell	31,356 -459	-1%	-$25.2K	1.38%	24
2024 Q4	$1.66M	Sell	31,815 -900	-3%	-$49.2K	1.3%	24
2024 Q3	$1.87M	Sell	32,715 -1,403	-4%	-$76.4K	1.38%	24
2024 Q2	$1.81M	Sell	34,118 -2,098	-6%	-$112K	1.4%	23
2024 Q1	$1.93M	Sell	36,216 -22	-0.1%	-$1.13K	1.55%	23
2023 Q4	$1.85M	Buy	+36,238	New	+$1.74M	1.56%	23

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

Brightwater Advisory's ACWX Position: Q2 2026 in Review

Brightwater Advisory reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.3% in Q2 2026, selling an estimated $120K and leaving 46,609 shares worth $3.55M. The position accounts for 2.24% of the portfolio, ranked #17.

Brightwater Advisory first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Brightwater Advisory held 46,609 shares of iShares MSCI ACWI ex US ETF worth $3.55M as of Q2 2026.
Brightwater Advisory sold 1,615 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $120K.
iShares MSCI ACWI ex US ETF made up 2.24% of Brightwater Advisory's portfolio in Q2 2026, its #17 holding.
Brightwater Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.