International Assets Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

International Assets Investment Management’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	$35K	Buy	466 +2	+0.4%	+$149	﹤0.01%	1431
2026 Q1	$32.2K	Buy	464 +25	+6%	+$1.76K	﹤0.01%	1359
2025 Q4	$29.4K	Buy	+439	New	+$29.1K	﹤0.01%	1374
2024 Q4	–	Sell	-435	Closed	-$24.9K	–	841
2024 Q3	$24.9K	Buy	435 +80	+23%	+$4.36K	﹤0.01%	1296
2024 Q2	$18.9K	Buy	+355	New	+$18.9K	﹤0.01%	1496
2021 Q2	–	Sell	-215	Closed	-$11K	–	513
2021 Q1	$11K	Hold	215	–	–	﹤0.01%	1516
2020 Q4	$11K	Buy	+215	New	+$10.7K	﹤0.01%	1378

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 22.9% 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

International Assets Investment Management's ACWX Position: Q2 2026 in Review

International Assets Investment Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.43% in Q2 2026, buying an estimated $149 and bringing the position to 466 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

International Assets Investment Management first reported a position in ACWX in Q4 2020 and has held it in 7 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

International Assets Investment Management held 466 shares of iShares MSCI ACWI ex US ETF worth $35K as of Q2 2026.
International Assets Investment Management bought 2 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $149.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1431 holding.
International Assets Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 7 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.