Cetera Investment Advisers
ACWX icon

Cetera Investment Advisers’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cetera Investment Advisers’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 		$50.4M Buy
661,607
+99,053
+18% +$7.37M 0.05% 406
2026
Q1 		$38.5M Buy
562,554
+118,507
+27% +$8.36M 0.04% 454
2025
Q4 		$29.8M Buy
444,047
+136,976
+45% +$9.08M 0.03% 500
2025
Q3 		$20M Buy
307,071
+31,203
+11% +$1.95M 0.02% 651
2025
Q2 		$16.8M Buy
275,868
+10,680
+4% +$617K 0.03% 587
2025
Q1 		$14.7M Buy
265,188
+13,621
+5% +$748K 0.03% 578
2024
Q4 		$13.1M Buy
251,567
+24,146
+11% +$1.32M 0.03% 599
2024
Q3 		$13M Buy
227,421
+51,752
+29% +$2.82M 0.03% 593
2024
Q2 		$9.33M Buy
175,669
+32,993
+23% +$1.76M 0.02% 699
2024
Q1 		$7.62M Buy
142,676
+120,796
+552% +$6.2M 0.02% 777
2023
Q4 		$1.12M Buy
21,880
+3,334
+18% +$160K 0.01% 1050
2023
Q3 		$872K Buy
18,546
+6,147
+50% +$301K 0.01% 1107
2023
Q2 		$610K Buy
12,399
+1,567
+14% +$77.2K 0.01% 1334
2023
Q1 		$528K Sell
10,832
-11,456
-51% -$552K ﹤0.01% 1395
2022
Q4 		$1.01M Buy
+22,288
New +$978K 0.01% 986

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

Cetera Investment Advisers's ACWX Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 18% in Q2 2026, buying an estimated $7.37M and bringing the position to 661,607 shares worth $50.4M. The position accounts for 0.05% of the portfolio, ranked #406.

Cetera Investment Advisers first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Cetera Investment Advisers held 661,607 shares of iShares MSCI ACWI ex US ETF worth $50.4M as of Q2 2026.
  • Cetera Investment Advisers bought 99,053 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $7.37M.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Cetera Investment Advisers's portfolio in Q2 2026, its #406 holding.
  • Cetera Investment Advisers first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.