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

Global Retirement 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 		$2.96M Buy
+38,944
New +$2.9M 0.05% 374
2025
Q4 		$1.78M Sell
26,556
-836
-3% -$55.4K 0.03% 464
2025
Q3 		$1.78M Buy
27,392
+789
+3% +$49.3K 0.04% 387
2025
Q2 		$1.62M Buy
+26,603
New +$1.54M 0.04% 387
2024
Q4 		$1.47M Sell
28,261
-1,215
-4% -$66.5K 0.04% 363
2024
Q3 		$1.69M Sell
29,476
-74,507
-72% -$4.06M 0.05% 326
2024
Q2 		$5.52M Buy
103,983
+27,200
+35% +$1.45M 0.17% 117
2024
Q1 		$4.1M Buy
76,783
+4,583
+6% +$235K 0.15% 143
2023
Q4 		$3.58M Buy
72,200
+10,230
+17% +$492K 0.15% 144
2023
Q3 		$2.84M Buy
61,970
+3,389
+6% +$166K 0.14% 145
2023
Q2 		$2.88M Buy
58,581
+41,538
+244% +$2.05M 0.14% 141
2023
Q1 		$837K Sell
17,043
-226
-1% -$10.9K 0.04% 334
2022
Q4 		$786K Buy
17,269
+583
+3% +$25.6K 0.05% 293
2022
Q3 		$691K Sell
16,686
-17,340
-51% -$772K 0.05% 312
2022
Q2 		$1.53M Sell
34,026
-238
-0.7% -$11.5K 0.12% 177
2022
Q1 		$1.66M Buy
+34,264
New +$1.83M 0.13% 172
2021
Q4 		– Sell
-11,918
Closed -$660K – 267
2021
Q3 		$660K Buy
11,918
+144
+1% +$8.2K 0.07% 249
2021
Q2 		$677K Hold
11,774
– – 0.07% 246
2021
Q1 		$650K Hold
11,774
– – 0.08% 219
2020
Q4 		$624K Hold
11,774
– – 0.08% 212
2020
Q3 		$541K Hold
11,774
– – 0.08% 221
2020
Q2 		$509K Sell
11,774
-29,170
-71% -$1.19M 0.08% 213
2020
Q1 		$1.54M Buy
+40,944
New +$1.84M 0.29% 72
2019
Q1 		– Sell
-269
Closed -$11K – 1511
2018
Q4 		$11K Buy
+269
New +$11.9K ﹤0.01% 927

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

Global Retirement Partners's ACWX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 38,944 shares worth $2.96M. The stake represents 0.05% of the portfolio and ranks #374 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ACWX as recently as Q4 2025.

Global Retirement Partners first reported a position in ACWX in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.52M in Q2 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Global Retirement Partners held 38,944 shares of iShares MSCI ACWI ex US ETF worth $2.96M as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #374 holding.
  • Global Retirement Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 24 quarters since.
  • Global Retirement Partners's iShares MSCI ACWI ex US ETF position peaked at $5.52M in Q2 2024.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.