CWP
ACWX icon

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
2024
Q2 		– Sell
-11,085
Closed -$592K – 138
2024
Q1 		$592K Buy
+11,085
New +$569K 0.09% 75

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
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
FP
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.