Envestnet Portfolio Solutions
ACWX icon

Envestnet Portfolio Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Envestnet Portfolio Solutions’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 		$9.65M Sell
126,808
-13,262
-9% -$987K 0.05% 223
2026
Q1 		$9.59M Buy
140,070
+9,074
+7% +$640K 0.05% 192
2025
Q4 		$8.79M Buy
130,996
+27,282
+26% +$1.81M 0.03% 265
2025
Q3 		$6.74M Buy
103,714
+12,258
+13% +$766K 0.02% 292
2025
Q2 		$5.57M Sell
91,456
-7,369
-7% -$425K 0.02% 335
2025
Q1 		$5.48M Buy
98,825
+21,591
+28% +$1.19M 0.02% 340
2024
Q4 		$4.03M Buy
77,234
+13,026
+20% +$713K 0.01% 452
2024
Q3 		$3.67M Buy
64,208
+10,046
+19% +$547K 0.01% 478
2024
Q2 		$2.88M Buy
54,162
+9,803
+22% +$523K 0.01% 536
2024
Q1 		$2.37M Buy
44,359
+23,534
+113% +$1.21M 0.01% 579
2023
Q4 		$1.06M Sell
20,825
-399
-2% -$19.2K ﹤0.01% 778
2023
Q3 		$998K Buy
+21,224
New +$1.04M ﹤0.01% 748

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

Envestnet Portfolio Solutions's ACWX Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 9.5% in Q2 2026, selling an estimated $987K and leaving 126,808 shares worth $9.65M. The position accounts for 0.05% of the portfolio, ranked #223.

Envestnet Portfolio Solutions first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Envestnet Portfolio Solutions held 126,808 shares of iShares MSCI ACWI ex US ETF worth $9.65M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 13,262 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $987K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #223 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.