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Crescent Grove Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Crescent Grove 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 		$687K Buy
9,020
+1,963
+28% +$146K 0.06% 161
2026
Q1 		$483K Hold
7,057
– – 0.05% 185
2025
Q4 		$474K Buy
7,057
+100
+1% +$6.63K 0.04% 185
2025
Q3 		$452K Buy
6,957
+280
+4% +$17.5K 0.04% 180
2025
Q2 		$407K Hold
6,677
– – 0.04% 177
2025
Q1 		$370K Hold
6,677
– – 0.04% 182
2024
Q4 		$348K Sell
6,677
-146
-2% -$7.99K 0.03% 200
2024
Q3 		$390K Hold
6,823
– – 0.04% 190
2024
Q2 		$363K Hold
6,823
– – 0.04% 189
2024
Q1 		$364K Hold
6,823
– – 0.04% 212
2023
Q4 		$348K Hold
6,823
– – 0.04% 213
2023
Q3 		$321K Hold
6,823
– – 0.04% 216
2023
Q2 		$336K Buy
+6,823
New +$336K 0.04% 222
2022
Q2 		– Sell
-4,070
Closed -$213K – 259
2022
Q1 		$213K Sell
4,070
-1,286
-24% -$68.5K 0.02% 273
2021
Q4 		$298K Hold
5,356
– – 0.03% 237
2021
Q3 		$297K Buy
5,356
+1,400
+35% +$79.7K 0.03% 205
2021
Q2 		$228K Hold
3,956
– – 0.02% 233
2021
Q1 		$218K Buy
+3,956
New +$219K 0.03% 193

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

Crescent Grove Advisors's ACWX Position: Q2 2026 in Review

Crescent Grove Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 28% in Q2 2026, buying an estimated $146K and bringing the position to 9,020 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #161.

Crescent Grove Advisors first reported a position in ACWX in Q1 2021 and has held it in 18 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Crescent Grove Advisors held 9,020 shares of iShares MSCI ACWI ex US ETF worth $687K as of Q2 2026.
  • Crescent Grove Advisors bought 1,963 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $146K.
  • iShares MSCI ACWI ex US ETF made up 0.06% of Crescent Grove Advisors's portfolio in Q2 2026, its #161 holding.
  • Crescent Grove Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 18 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.