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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
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

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

EPIQ Partners's ACWX Position: Q2 2026 in Review

EPIQ Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 60% in Q2 2026, buying an estimated $2.06M and bringing the position to 73,931 shares worth $5.63M. The position accounts for 2.39% of the portfolio, ranked #13.

EPIQ Partners first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • EPIQ Partners held 73,931 shares of iShares MSCI ACWI ex US ETF worth $5.63M as of Q2 2026.
  • EPIQ Partners bought 27,628 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.06M.
  • iShares MSCI ACWI ex US ETF made up 2.39% of EPIQ Partners's portfolio in Q2 2026, its #13 holding.
  • EPIQ Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.