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GeoWealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

GeoWealth Management’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 		$1.22M Buy
16,006
+3,089
+24% +$230K 0.04% 275
2026
Q1 		$884K Buy
+12,917
New +$911K 0.03% 325
2025
Q3 		– Sell
-301
Closed -$18.3K – 770
2025
Q2 		$18.3K Buy
301
+4
+1% +$231 ﹤0.01% 1071
2025
Q1 		$16.5K Sell
297
-155
-34% -$8.51K ﹤0.01% 980
2024
Q4 		$23.6K Buy
452
+382
+546% +$20.9K ﹤0.01% 1348
2024
Q3 		$4.02K Buy
+70
New +$3.81K ﹤0.01% 1477

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

GeoWealth Management's ACWX Position: Q2 2026 in Review

GeoWealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 24% in Q2 2026, buying an estimated $230K and bringing the position to 16,006 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #275.

GeoWealth Management first reported a position in ACWX in Q3 2024 and has held it in 6 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • GeoWealth Management held 16,006 shares of iShares MSCI ACWI ex US ETF worth $1.22M as of Q2 2026.
  • GeoWealth Management bought 3,089 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $230K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #275 holding.
  • GeoWealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and has held it in 6 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.