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

Cape Investment 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 		$11.4K Buy
+150
New +$11.2K ﹤0.01% 833
2026
Q1 		– Sell
-10
Closed -$671 – 240
2025
Q4 		$671 Sell
10
-1
-9% -$66 ﹤0.01% 1227
2025
Q3 		$715 Sell
11
-2
-15% -$125 ﹤0.01% 762
2025
Q2 		$792 Hold
13
– – ﹤0.01% 1055
2025
Q1 		$721 Buy
+13
New +$714 ﹤0.01% 1003

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

Cape Investment Advisory's ACWX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 150 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #833 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ACWX as recently as Q4 2025.

Cape Investment Advisory first reported a position in ACWX in Q1 2025 and has held it in 5 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Cape Investment Advisory held 150 shares of iShares MSCI ACWI ex US ETF worth $11.4K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #833 holding.
  • Cape Investment Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 5 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.