IC
ACWX icon

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

Iconiq Capital’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 		$10.7M Sell
139,999
-6,490
-4% -$483K 0.31% 22
2026
Q1 		$10M Hold
146,489
– – 0.22% 27
2025
Q4 		$9.83M Buy
146,489
+2,288
+2% +$152K 0.15% 28
2025
Q3 		$9.37M Hold
144,201
– – 0.12% 31
2025
Q2 		$8.79M Buy
144,201
+2,027
+1% +$117K 0.15% 28
2025
Q1 		$7.88M Hold
142,174
– – 0.14% 32
2024
Q4 		$7.42M Buy
142,174
+2,058
+1% +$113K 0.12% 38
2024
Q3 		$8.02M Buy
140,116
+76,300
+120% +$4.16M 0.17% 28
2024
Q2 		$3.39M Buy
63,816
+937
+1% +$50K 0.07% 40
2024
Q1 		$3.36M Hold
62,879
– – 0.06% 35
2023
Q4 		$3.21M Buy
+62,879
New +$3.03M 0.06% 29
2016
Q3 		– Sell
-22,835
Closed -$890K – 48
2016
Q2 		$890K Hold
22,835
– – 0.19% 22
2016
Q1 		$902K Hold
22,835
– – 0.17% 19
2015
Q4 		$904K Hold
22,835
– – 0.17% 18
2015
Q3 		$892K Hold
22,835
– – 0.18% 16
2015
Q2 		$1.01M Buy
22,835
+6,160
+37% +$286K 0.18% 18
2015
Q1 		$745K Buy
16,675
+10,455
+168% +$460K 0.14% 21
2014
Q4 		$268K Buy
+6,220
New +$275K 0.05% 34

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 $8.38B AUM 25.07% 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 22.9% 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

Iconiq Capital's ACWX Position: Q2 2026 in Review

Iconiq Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.4% in Q2 2026, selling an estimated $483K and leaving 139,999 shares worth $10.7M. The position accounts for 0.31% of the portfolio, ranked #22.

Iconiq Capital first reported a position in ACWX in Q4 2014 and has held it in 18 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Iconiq Capital held 139,999 shares of iShares MSCI ACWI ex US ETF worth $10.7M as of Q2 2026.
  • Iconiq Capital sold 6,490 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $483K.
  • iShares MSCI ACWI ex US ETF made up 0.31% of Iconiq Capital's portfolio in Q2 2026, its #22 holding.
  • Iconiq Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and has held it in 18 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Iconiq Capital's 13F filing for Q2 2026, filed 13 Aug 2026.