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Choreo LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Choreo LLC’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 		$1.27M Sell
16,624
-1,039
-6% -$77.3K 0.01% 561
2026
Q1 		$1.21M Buy
17,663
+2,063
+13% +$146K 0.01% 547
2025
Q4 		$1.05M Hold
15,600
– – 0.01% 577
2025
Q3 		$1.01M Hold
15,600
– – 0.01% 593
2025
Q2 		$951K Hold
15,600
– – 0.01% 617
2025
Q1 		$865K Hold
15,600
– – 0.01% 607
2024
Q4 		$814K Sell
15,600
-144
-0.9% -$7.88K 0.01% 660
2024
Q3 		$899K Hold
15,744
– – 0.01% 613
2024
Q2 		$838K Buy
+15,744
New +$840K 0.01% 588

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

Choreo LLC's ACWX Position: Q2 2026 in Review

Choreo LLC reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.9% in Q2 2026, selling an estimated $77.3K and leaving 16,624 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #561.

Choreo LLC first reported a position in ACWX in Q2 2024 and has held it in 9 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Choreo LLC held 16,624 shares of iShares MSCI ACWI ex US ETF worth $1.27M as of Q2 2026.
  • Choreo LLC sold 1,039 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $77.3K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #561 holding.
  • Choreo LLC first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 9 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.