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Investment Research Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Investment Research Partners’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 		$6.12M Buy
80,389
+3,534
+5% +$263K 2.07% 10
2026
Q1 		$5.26M Buy
76,855
+3,050
+4% +$215K 2.14% 10
2025
Q4 		$4.95M Buy
73,805
+3,593
+5% +$238K 2.13% 11
2025
Q3 		$4.7M Buy
+70,212
New +$4.39M 2.11% 10

Other funds holding ACWX

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Investment Research Partners's ACWX Position: Q2 2026 in Review

Investment Research Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.6% in Q2 2026, buying an estimated $263K and bringing the position to 80,389 shares worth $6.12M. The position accounts for 2.07% of the portfolio, ranked #10.

Investment Research Partners first reported a position in ACWX in Q3 2025 and has held it in 4 quarters since. 579 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Investment Research Partners held 80,389 shares of iShares MSCI ACWI ex US ETF worth $6.12M as of Q2 2026.
  • Investment Research Partners bought 3,534 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $263K.
  • iShares MSCI ACWI ex US ETF made up 2.07% of Investment Research Partners's portfolio in Q2 2026, its #10 holding.
  • Investment Research Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 4 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.