EP Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

EP Wealth 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	$647K	Buy	8,496 +3,933	+86%	+$293K	﹤0.01%	912
2026 Q1	$312K	Buy	4,563 +1,257	+38%	+$88.7K	﹤0.01%	1136
2025 Q4	$222K	Buy	+3,306	New	+$219K	﹤0.01%	1329
2025 Q2	$167K	Buy	2,738 +893	+48%	+$51.6K	﹤0.01%	1299
2025 Q1	$102K	Buy	+1,845	New	+$101K	﹤0.01%	1244
2024 Q4	–	Sell	-2,225	Closed	-$127K	–	1237
2024 Q3	$127K	Buy	+2,225	New	+$121K	﹤0.01%	1115
2022 Q3	–	Sell	-2,500	Closed	-$113K	–	345
2022 Q2	$113K	Sell	2,500 -11,950	-83%	-$578K	﹤0.01%	628
2022 Q1	$755K	Buy	+14,450	New	+$770K	0.02%	305

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EP Wealth Advisors's ACWX Position: Q2 2026 in Review

EP Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 86% in Q2 2026, buying an estimated $293K and bringing the position to 8,496 shares worth $647K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

EP Wealth Advisors first reported a position in ACWX in Q1 2022 and has held it in 8 quarters since. The position peaked at $755K in Q1 2022. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

EP Wealth Advisors held 8,496 shares of iShares MSCI ACWI ex US ETF worth $647K as of Q2 2026.
EP Wealth Advisors bought 3,933 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $293K.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #912 holding.
EP Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 8 quarters since.
EP Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $755K in Q1 2022.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.