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Grimes & Company’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Grimes & Company’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 		$934K Buy
12,267
+823
+7% +$61.2K 0.02% 261
2026
Q1 		$784K Buy
11,444
+3,619
+46% +$255K 0.02% 254
2025
Q4 		$525K Sell
7,825
-376
-5% -$24.9K 0.01% 304
2025
Q3 		$533K Buy
+8,201
New +$513K 0.01% 305
2020
Q1 		– Sell
-8,869
Closed -$436K – 232
2019
Q4 		$436K Buy
+8,869
New +$423K 0.03% 189

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

Grimes & Company's ACWX Position: Q2 2026 in Review

Grimes & Company increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.2% in Q2 2026, buying an estimated $61.2K and bringing the position to 12,267 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #261.

Grimes & Company first reported a position in ACWX in Q4 2019 and has held it in 5 quarters since. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Grimes & Company held 12,267 shares of iShares MSCI ACWI ex US ETF worth $934K as of Q2 2026.
  • Grimes & Company bought 823 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $61.2K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #261 holding.
  • Grimes & Company first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 5 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.