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

EPIQ 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 Q3	$6.68M	Buy	88,312 +14,381	+19%	+$1.1M	2.88%	8
2026 Q2	$5.63M	Buy	73,931 +27,628	+60%	+$2.06M	2.39%	13
2026 Q1	$3.17M	Buy	46,303 +11,408	+33%	+$805K	1.48%	23
2025 Q4	$2.34M	Buy	34,895 +20,243	+138%	+$1.34M	1.09%	28
2025 Q3	$953K	Hold	14,652	–	–	0.45%	44
2025 Q2	$893K	Sell	14,652 -4,701	-24%	-$271K	0.46%	45
2025 Q1	$1.07M	Buy	19,353 +600	+3%	+$32.9K	0.57%	42
2024 Q4	$978K	Buy	18,753 +3,400	+22%	+$186K	0.53%	43
2024 Q3	$878K	Hold	15,353	–	–	0.49%	43
2024 Q2	$816K	Hold	15,353	–	–	0.55%	39
2024 Q1	$820K	Hold	15,353	–	–	0.55%	41
2023 Q4	$784K	Buy	15,353 +503	+3%	+$24.2K	0.56%	39
2023 Q3	$698K	Buy	14,850 +10,000	+206%	+$489K	0.53%	40
2023 Q2	$239K	Hold	4,850	–	–	0.16%	64
2023 Q1	$237K	Buy	+4,850	New	+$234K	0.16%	66

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.83% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

EPIQ Partners's ACWX Position: Q3 2026 in Review

EPIQ Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 19% in Q3 2026, buying an estimated $1.1M and bringing the position to 88,312 shares worth $6.68M. The position accounts for 2.88% of the portfolio, ranked #8.

EPIQ Partners first reported a position in ACWX in Q1 2023 and has held it in 15 quarters since. 191 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

EPIQ Partners held 88,312 shares of iShares MSCI ACWI ex US ETF worth $6.68M as of Q3 2026.
EPIQ Partners bought 14,381 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.1M.
iShares MSCI ACWI ex US ETF made up 2.88% of EPIQ Partners's portfolio in Q3 2026, its #8 holding.
EPIQ Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 15 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.