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Chicago Partners Investment Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Chicago Partners Investment Group’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 		$288K Buy
3,872
+125
+3% +$9.3K 0.01% 1264
2026
Q1 		$275K Hold
3,747
– – 0.01% 1190
2025
Q4 		$264K Hold
3,747
– – 0.01% 1096
2025
Q3 		$251K Sell
3,747
-159
-4% -$9.94K 0.01% 1044
2025
Q2 		$245K Buy
+3,906
New +$226K 0.01% 940
2024
Q1 		– Sell
-4,181
Closed -$209K – 734
2023
Q4 		$209K Sell
4,181
-288
-6% -$13.9K 0.01% 644
2023
Q3 		$203K Sell
4,469
-1,409
-24% -$68.9K 0.01% 612
2023
Q2 		$291K Sell
5,878
-129
-2% -$6.35K 0.02% 540
2023
Q1 		$299K Buy
6,007
+1,929
+47% +$92.9K 0.02% 505
2022
Q4 		$200K Buy
+4,078
New +$179K 0.01% 591
2021
Q3 		– Sell
-6,026
Closed -$340K – 584
2021
Q2 		$340K Sell
6,026
-884
-13% -$50.8K 0.03% 401
2021
Q1 		$396K Sell
6,910
-16
-0.2% -$884 0.03% 342
2020
Q4 		$384K Hold
6,926
– – 0.04% 322
2020
Q3 		$322K Hold
6,926
– – 0.04% 312
2020
Q2 		$319K Buy
6,926
+289
+4% +$11.8K 0.04% 278
2020
Q1 		$262K Hold
6,637
– – 0.04% 276
2019
Q4 		$331K Buy
+6,637
New +$316K 0.04% 267
2018
Q4 		– Sell
-168
Closed -$7K – 321
2018
Q3 		$7K Hold
168
– – ﹤0.01% 871
2018
Q2 		$8K Hold
168
– – ﹤0.01% 833
2018
Q1 		$8K Hold
168
– – ﹤0.01% 799
2017
Q4 		$8K Hold
168
– – ﹤0.01% 770
2017
Q3 		$8K Buy
+168
New +$7.93K ﹤0.01% 804

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

Chicago Partners Investment Group's ACWX Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.3% in Q2 2026, buying an estimated $9.3K and bringing the position to 3,872 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #1264.

Chicago Partners Investment Group first reported a position in ACWX in Q3 2017 and has held it in 22 quarters since. The position peaked at $396K in Q1 2021. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Chicago Partners Investment Group held 3,872 shares of iShares MSCI ACWI ex US ETF worth $288K as of Q2 2026.
  • Chicago Partners Investment Group bought 125 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9.3K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1264 holding.
  • Chicago Partners Investment Group first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's iShares MSCI ACWI ex US ETF position peaked at $396K in Q1 2021.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.