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Harbor Investment Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Harbor Investment Advisory’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 		$2.06M Buy
27,074
+1,050
+4% +$78.1K 0.14% 116
2026
Q1 		$1.78M Sell
26,024
-9,183
-26% -$648K 0.14% 121
2025
Q4 		$2.36M Buy
35,207
+565
+2% +$37.4K 0.18% 101
2025
Q3 		$2.25M Sell
34,642
-2,800
-7% -$175K 0.19% 98
2025
Q2 		$2.28M Buy
37,442
+650
+2% +$37.5K 0.2% 89
2025
Q1 		$2.04M Buy
36,792
+19,898
+118% +$1.09M 0.2% 90
2024
Q4 		$881K Buy
16,894
+4,400
+35% +$241K 0.08% 166
2024
Q3 		$715K Buy
12,494
+1,020
+9% +$55.6K 0.07% 197
2024
Q2 		$610K Buy
11,474
+60
+0.5% +$3.2K 0.06% 207
2024
Q1 		$609K Sell
11,414
-331
-3% -$17K 0.06% 208
2023
Q4 		$599K Buy
11,745
+2,700
+30% +$130K 0.07% 197
2023
Q3 		$425K Sell
9,045
-6,500
-42% -$318K 0.06% 221
2023
Q2 		$765K Sell
15,545
-930
-6% -$45.8K 0.11% 167
2023
Q1 		$803K Buy
16,475
+7,400
+82% +$356K 0.12% 159
2022
Q4 		$413K Buy
9,075
+6,025
+198% +$264K 0.06% 228
2022
Q3 		$122K Buy
3,050
+2,400
+369% +$107K 0.02% 422
2022
Q2 		$29K Sell
650
-3,500
-84% -$169K ﹤0.01% 823
2022
Q1 		$217K Sell
4,150
-8,000
-66% -$426K 0.03% 358
2021
Q4 		$676K Buy
12,150
+12,000
+8,000% +$675K 0.09% 191
2021
Q3 		$8K Sell
150
-750
-83% -$42.7K ﹤0.01% 1079
2021
Q2 		$52K Buy
900
+681
+311% +$39.1K 0.01% 691
2021
Q1 		$12K Hold
219
– – ﹤0.01% 947
2020
Q4 		$12K Hold
219
– – ﹤0.01% 899
2020
Q3 		$10K Hold
219
– – ﹤0.01% 847
2020
Q2 		$9K Hold
219
– – ﹤0.01% 798
2020
Q1 		$8K Hold
219
– – ﹤0.01% 781
2019
Q4 		$11K Buy
+219
New +$10.4K ﹤0.01% 615

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

Harbor Investment Advisory's ACWX Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4% in Q2 2026, buying an estimated $78.1K and bringing the position to 27,074 shares worth $2.06M. The position accounts for 0.14% of the portfolio, ranked #116.

Harbor Investment Advisory first reported a position in ACWX in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.36M in Q4 2025. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Harbor Investment Advisory held 27,074 shares of iShares MSCI ACWI ex US ETF worth $2.06M as of Q2 2026.
  • Harbor Investment Advisory bought 1,050 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $78.1K.
  • iShares MSCI ACWI ex US ETF made up 0.14% of Harbor Investment Advisory's portfolio in Q2 2026, its #116 holding.
  • Harbor Investment Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's iShares MSCI ACWI ex US ETF position peaked at $2.36M in Q4 2025.
  • 744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.