Camelot Technology Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Camelot Technology Advisors’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	$363K	Buy	4,770 +39	+0.8%	+$2.9K	0.24%	52
2026 Q1	$324K	Sell	4,731 -538	-10%	-$38K	0.23%	52
2025 Q4	$354K	Buy	5,269 +56	+1%	+$3.71K	0.26%	46
2025 Q3	$339K	Hold	5,213	–	–	0.27%	46
2025 Q2	$318K	Buy	5,213 +49	+0.9%	+$2.83K	0.27%	45
2025 Q1	$286K	Hold	5,164	–	–	0.26%	47
2024 Q4	$269K	Buy	5,164 +50	+1%	+$2.73K	0.24%	48
2024 Q3	$293K	Hold	5,114	–	–	0.26%	50
2024 Q2	$272K	Buy	5,114 +50	+1%	+$2.67K	0.25%	50
2024 Q1	$270K	Hold	5,064	–	–	0.25%	53
2023 Q4	$258K	Buy	+5,064	New	+$244K	0.26%	52

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

Camelot Technology Advisors's ACWX Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.82% in Q2 2026, buying an estimated $2.9K and bringing the position to 4,770 shares worth $363K. The position accounts for 0.24% of the portfolio, ranked #52.

Camelot Technology Advisors first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Camelot Technology Advisors held 4,770 shares of iShares MSCI ACWI ex US ETF worth $363K as of Q2 2026.
Camelot Technology Advisors bought 39 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.9K.
iShares MSCI ACWI ex US ETF made up 0.24% of Camelot Technology Advisors's portfolio in Q2 2026, its #52 holding.
Camelot Technology Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.