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Greenwood Capital Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Greenwood Capital Associates’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 		$685K Sell
9,000
-370
-4% -$27.5K 0.07% 182
2026
Q1 		$642K Buy
+9,370
New +$661K 0.07% 173
2023
Q1 		– Sell
-7,275
Closed -$331K – 232
2022
Q4 		$331K Buy
7,275
+585
+9% +$25.7K 0.05% 196
2022
Q3 		$268K Buy
+6,690
New +$298K 0.05% 209
2022
Q1 		– Sell
-11,563
Closed -$643K – 210
2021
Q4 		$643K Buy
+11,563
New +$650K 0.09% 170

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

Greenwood Capital Associates's ACWX Position: Q2 2026 in Review

Greenwood Capital Associates reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.9% in Q2 2026, selling an estimated $27.5K and leaving 9,000 shares worth $685K. The position accounts for 0.07% of the portfolio, ranked #182.

Greenwood Capital Associates first reported a position in ACWX in Q4 2021 and has held it in 5 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Greenwood Capital Associates held 9,000 shares of iShares MSCI ACWI ex US ETF worth $685K as of Q2 2026.
  • Greenwood Capital Associates sold 370 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $27.5K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Greenwood Capital Associates's portfolio in Q2 2026, its #182 holding.
  • Greenwood Capital Associates first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 5 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.