CWP
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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

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

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: 3,557 shares worth $271K. The stake represents 0.03% of the portfolio and ranks #187 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. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Curated Wealth Partners held 3,557 shares of iShares MSCI ACWI ex US ETF worth $271K 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 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #187 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.
  • 743 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.