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Freestone Capital Holdings’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Freestone Capital Holdings’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 		$598K Buy
7,855
+325
+4% +$24.2K 0.02% 351
2026
Q1 		$516K Sell
7,530
-1
-0% -$71 0.02% 335
2025
Q4 		$506K Buy
7,531
+78
+1% +$5.17K 0.02% 339
2025
Q3 		$485K Sell
7,453
-8,013
-52% -$501K 0.01% 351
2025
Q2 		$942K Buy
15,466
+70
+0.5% +$4.04K 0.03% 229
2025
Q1 		$854K Buy
15,396
+292
+2% +$16K 0.03% 226
2024
Q4 		$788K Sell
15,104
-44
-0.3% -$2.41K 0.03% 236
2024
Q3 		$867K Buy
15,148
+174
+1% +$9.48K 0.03% 233
2024
Q2 		$796K Sell
14,974
-686
-4% -$36.6K 0.03% 238
2024
Q1 		$836K Buy
15,660
+48
+0.3% +$2.46K 0.03% 236
2023
Q4 		$797K Buy
15,612
+82
+0.5% +$3.95K 0.04% 223
2023
Q3 		$730K Sell
15,530
-751
-5% -$36.8K 0.04% 209
2023
Q2 		$801K Buy
16,281
+235
+1% +$11.6K 0.03% 215
2023
Q1 		$783K Sell
16,046
-293
-2% -$14.1K 0.03% 215
2022
Q4 		$743K Buy
16,339
+2,139
+15% +$93.8K 0.03% 220
2022
Q3 		$568K Buy
14,200
+20
+0.1% +$890 0.03% 235
2022
Q2 		$638K Sell
14,180
-1,204
-8% -$58.3K 0.02% 243
2022
Q1 		$804K Buy
15,384
+35
+0.2% +$1.86K 0.03% 275
2021
Q4 		$853K Buy
15,349
+1,189
+8% +$66.9K 0.04% 249
2021
Q3 		$785K Buy
14,160
+47
+0.3% +$2.68K 0.04% 237
2021
Q2 		$812K Buy
14,113
+99
+0.7% +$5.68K 0.04% 231
2021
Q1 		$773K Buy
14,014
+7,748
+124% +$428K 0.04% 233
2020
Q4 		$332K Buy
6,266
+431
+7% +$21.4K 0.02% 279
2020
Q3 		$268K Sell
5,835
-706
-11% -$32.5K 0.02% 283
2020
Q2 		$283K Sell
6,541
-4,895
-43% -$200K ﹤0.01% 285
2020
Q1 		$431K Sell
11,436
-13,849
-55% -$622K 0.01% 268
2019
Q4 		$1.24M Sell
25,285
-2,571
-9% -$123K 0.03% 236
2019
Q3 		$1.28M Buy
27,856
+20,093
+259% +$920K 0.03% 228
2019
Q2 		$363K Sell
7,763
-3,581
-32% -$166K 0.01% 301
2019
Q1 		$525K Sell
11,344
-145,541
-93% -$6.56M 0.03% 280
2018
Q4 		$6.58M Buy
156,885
+147,253
+1,529% +$6.49M 0.45% 67
2018
Q3 		$459K Buy
9,632
+2,284
+31% +$109K ﹤0.01% 290
2018
Q2 		$347K Buy
7,348
+355
+5% +$17.6K ﹤0.01% 301
2018
Q1 		$347K Hold
6,993
– – 0.02% 296
2017
Q4 		$349K Buy
6,993
+440
+7% +$21.7K 0.02% 294
2017
Q3 		$317K Sell
6,553
-8,425
-56% -$398K 0.02% 287
2017
Q2 		$683K Buy
+14,978
New +$676K 0.05% 229
2016
Q2 		– Sell
-9,878
Closed -$390K – 315
2016
Q1 		$390K Sell
9,878
-167,209
-94% -$6.26M 0.04% 268
2015
Q4 		$7.01M Buy
177,087
+149,873
+551% +$6.14M 0.73% 36
2015
Q3 		$1.06M Buy
+27,214
New +$1.15M 0.12% 144

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

Freestone Capital Holdings's ACWX Position: Q2 2026 in Review

Freestone Capital Holdings increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.3% in Q2 2026, buying an estimated $24.2K and bringing the position to 7,855 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #351.

Freestone Capital Holdings first reported a position in ACWX in Q3 2015 and has held it in 40 quarters since. The position peaked at $7.01M in Q4 2015. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Freestone Capital Holdings held 7,855 shares of iShares MSCI ACWI ex US ETF worth $598K as of Q2 2026.
  • Freestone Capital Holdings bought 325 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $24.2K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #351 holding.
  • Freestone Capital Holdings first reported a position in iShares MSCI ACWI ex US ETF in Q3 2015 and has held it in 40 quarters since.
  • Freestone Capital Holdings's iShares MSCI ACWI ex US ETF position peaked at $7.01M in Q4 2015.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.