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Coastal Bridge Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Coastal Bridge 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 		$843K Sell
11,070
-37
-0.3% -$2.75K 0.05% 245
2026
Q1 		$760K Buy
11,107
+2,035
+22% +$144K 0.05% 249
2025
Q4 		$609K Buy
9,072
+821
+10% +$54.4K 0.05% 288
2025
Q3 		$536K Buy
8,251
+217
+3% +$13.6K 0.04% 288
2025
Q2 		$490K Buy
8,034
+2,657
+49% +$153K 0.04% 295
2025
Q1 		$298K Buy
+5,377
New +$295K 0.03% 343

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 $8.38B AUM 25.07% 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 22.9% 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

Coastal Bridge Advisors's ACWX Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.33% in Q2 2026, selling an estimated $2.75K and leaving 11,070 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #245.

Coastal Bridge Advisors first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Coastal Bridge Advisors held 11,070 shares of iShares MSCI ACWI ex US ETF worth $843K as of Q2 2026.
  • Coastal Bridge Advisors sold 37 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.75K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #245 holding.
  • Coastal Bridge Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.