Curated Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Curated Wealth Partners’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	$1.04M	Buy	+31,230	New	+$2.32M	0.14%	132
2025 Q1	–	Sell	-4,579	Closed	-$239K	–	151
2024 Q4	$239K	Sell	4,579 -2,024	-31%	-$111K	0.03%	134
2024 Q3	$378K	Sell	6,603 -1,460	-18%	-$79.5K	0.05%	97
2024 Q2	$428K	Buy	+8,063	New	+$430K	0.06%	87
2024 Q1	–	Sell	-151,020	Closed	-$7.75M	–	144
2023 Q4	$7.71M	Buy	+151,020	New	+$7.27M	1.26%	8
2022 Q3	–	Sell	-4,535	Closed	-$204K	–	127
2022 Q2	$204K	Buy	+4,535	New	+$220K	0.06%	125

Other funds holding ACWX

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Curated Wealth Partners's ACWX Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 31,230 shares worth $1.04M. The stake represents 0.14% of the portfolio and ranks #132 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in ACWX as recently as Q4 2024.

Curated Wealth Partners first reported a position in ACWX in Q2 2022 and has held it in 6 quarters since. The position peaked at $7.71M in Q4 2023. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Curated Wealth Partners held 31,230 shares of iShares MSCI ACWI ex US ETF worth $1.04M as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Curated Wealth Partners position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.14% of Curated Wealth Partners's portfolio in Q2 2026, its #132 holding.
Curated Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 6 quarters since.
Curated Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $7.71M in Q4 2023.
120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.