Corient Private Wealth
ACWX icon

Corient Private Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Corient Private Wealth’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 		$31.5M Buy
414,366
+17,964
+5% +$1.34M 0.04% 314
2026
Q1 		$15M Buy
396,402
+36,680
+10% +$2.59M 0.02% 479
2025
Q4 		$24.1M Buy
359,722
+38,354
+12% +$2.54M 0.03% 365
2025
Q3 		$20.9M Buy
321,368
+47,111
+17% +$2.95M 0.03% 383
2025
Q2 		$16.7M Buy
274,257
+93,112
+51% +$5.38M 0.02% 416
2025
Q1 		$10M Sell
181,145
-292,827
-62% -$16.1M 0.02% 515
2024
Q4 		$19.8M Buy
473,972
+189,560
+67% +$10.4M 0.03% 397
2024
Q3 		$16.3M Sell
284,412
-26,620
-9% -$1.45M 0.03% 456
2024
Q2 		$16.5M Sell
311,032
-37,603
-11% -$2.01M 0.03% 424
2024
Q1 		$18.6M Sell
348,635
-54,220
-13% -$2.78M 0.03% 410
2023
Q4 		$20.6M Buy
402,855
+28,686
+8% +$1.38M 0.04% 382
2023
Q3 		$17.6M Sell
374,169
-10,400
-3% -$509K 0.04% 376
2023
Q2 		$18.9M Buy
384,569
+17,514
+5% +$862K 0.04% 353
2023
Q1 		$17.9M Sell
367,055
-77,459
-17% -$3.73M 0.05% 334
2022
Q4 		$10.8M Buy
+444,514
New +$19.5M 0.04% 358

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

Corient Private Wealth's ACWX Position: Q2 2026 in Review

Corient Private Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.5% in Q2 2026, buying an estimated $1.34M and bringing the position to 414,366 shares worth $31.5M. The position accounts for 0.04% of the portfolio, ranked #314.

Corient Private Wealth 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.

  • Corient Private Wealth held 414,366 shares of iShares MSCI ACWI ex US ETF worth $31.5M as of Q2 2026.
  • Corient Private Wealth bought 17,964 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.34M.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #314 holding.
  • Corient Private Wealth 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.