Howe & Rusling’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Howe & Rusling’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	$87.6K	Buy	1,150 +4	+0.3%	+$298	0.01%	351
2026 Q1	$78.5K	Sell	1,146 -715	-38%	-$50.4K	0.01%	338
2025 Q4	$125K	Buy	1,861 +1,546	+491%	+$102K	0.01%	321
2025 Q3	$20.5K	Hold	315	–	–	﹤0.01%	395
2025 Q2	$19.2K	Sell	315 -46	-13%	-$2.66K	﹤0.01%	392
2025 Q1	$20K	Buy	+361	New	+$19.8K	﹤0.01%	354
2014 Q2	–	Sell	-660	Closed	-$31K	–	813
2014 Q1	$31K	Buy	+660	New	+$30K	0.01%	389

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

Howe & Rusling's ACWX Position: Q2 2026 in Review

Howe & Rusling increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.35% in Q2 2026, buying an estimated $298 and bringing the position to 1,150 shares worth $87.6K. The position accounts for 0.01% of the portfolio, ranked #351.

Howe & Rusling first reported a position in ACWX in Q1 2014 and has held it in 7 quarters since. The position peaked at $125K in Q4 2025. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Howe & Rusling held 1,150 shares of iShares MSCI ACWI ex US ETF worth $87.6K as of Q2 2026.
Howe & Rusling bought 4 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $298.
iShares MSCI ACWI ex US ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #351 holding.
Howe & Rusling first reported a position in iShares MSCI ACWI ex US ETF in Q1 2014 and has held it in 7 quarters since.
Howe & Rusling's iShares MSCI ACWI ex US ETF position peaked at $125K in Q4 2025.
744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.