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

Covestor’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	$19K	Sell	244 -5	-2%	-$372	0.01%	1184
2026 Q1	$17K	Buy	+249	New	+$17.6K	0.01%	1164

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Covestor's ACWX Position: Q2 2026 in Review

Covestor reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2% in Q2 2026, selling an estimated $372 and leaving 244 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #1184.

Covestor first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Covestor held 244 shares of iShares MSCI ACWI ex US ETF worth $19K as of Q2 2026.
Covestor sold 5 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $372.
iShares MSCI ACWI ex US ETF made up 0.01% of Covestor's portfolio in Q2 2026, its #1184 holding.
Covestor first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.