Callan Family Office’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Callan Family Office’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	$1.35M	Sell	17,754 -3,478	-16%	-$259K	0.03%	514
2026 Q1	$1.45M	Sell	21,232 -176,350	-89%	-$12.4M	0.03%	447
2025 Q4	$13.3M	Buy	197,582 +150,616	+321%	+$9.98M	0.28%	67
2025 Q3	$3.05M	Buy	+46,966	New	+$2.94M	0.1%	213
2025 Q1	–	Sell	-69,580	Closed	-$3.63M	–	545
2024 Q4	$3.63M	Buy	+69,580	New	+$3.81M	0.23%	84

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

Callan Family Office's ACWX Position: Q2 2026 in Review

Callan Family Office reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 16% in Q2 2026, selling an estimated $259K and leaving 17,754 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #514.

Callan Family Office first reported a position in ACWX in Q4 2024 and has held it in 5 quarters since. The position peaked at $13.3M in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Callan Family Office held 17,754 shares of iShares MSCI ACWI ex US ETF worth $1.35M as of Q2 2026.
Callan Family Office sold 3,478 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $259K.
iShares MSCI ACWI ex US ETF made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #514 holding.
Callan Family Office first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 5 quarters since.
Callan Family Office's iShares MSCI ACWI ex US ETF position peaked at $13.3M in Q4 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.