GLOBALT Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

GLOBALT Investments’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	$9.28M	Sell	121,980 -3,075	-2%	-$229K	0.31%	41
2026 Q1	$8.56M	Hold	125,055	–	–	0.31%	42
2025 Q4	$8.39M	Hold	125,055	–	–	0.31%	45
2025 Q3	$8.13M	Sell	125,055 -10,150	-8%	-$635K	0.3%	45
2025 Q2	$8.24M	Sell	135,205 -19,850	-13%	-$1.15M	0.32%	42
2025 Q1	$8.6M	Sell	155,055 -15,650	-9%	-$859K	0.35%	36
2024 Q4	$8.9M	Buy	170,705 +18,475	+12%	+$1.01M	0.34%	34
2024 Q3	$8.71M	Sell	152,230 -4,800	-3%	-$261K	0.33%	33
2024 Q2	$8.34M	Buy	157,030 +35,200	+29%	+$1.88M	0.33%	36
2024 Q1	$6.5M	Sell	121,830 -255	-0.2%	-$13.1K	0.26%	53
2023 Q4	$6.23M	Buy	+122,085	New	+$5.88M	0.26%	55

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GLOBALT Investments's ACWX Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.5% in Q2 2026, selling an estimated $229K and leaving 121,980 shares worth $9.28M. The position accounts for 0.31% of the portfolio, ranked #41.

GLOBALT Investments first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

GLOBALT Investments held 121,980 shares of iShares MSCI ACWI ex US ETF worth $9.28M as of Q2 2026.
GLOBALT Investments sold 3,075 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $229K.
iShares MSCI ACWI ex US ETF made up 0.31% of GLOBALT Investments's portfolio in Q2 2026, its #41 holding.
GLOBALT Investments first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.