J.M. Arbour
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J.M. Arbour’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

J.M. Arbour’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
Q3 		$1.5M Buy
+19,851
New +$1.52M 1.2% 17

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

J.M. Arbour's ACWX Position: Q3 2026 in Review

J.M. Arbour opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 19,851 shares worth $1.5M. The stake represents 1.2% of the portfolio and ranks #17 among its holdings.

775 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • J.M. Arbour held 19,851 shares of iShares MSCI ACWI ex US ETF worth $1.5M as of Q3 2026.
  • iShares MSCI ACWI ex US ETF was a new J.M. Arbour position in Q3 2026.
  • iShares MSCI ACWI ex US ETF made up 1.2% of J.M. Arbour's portfolio in Q3 2026, its #17 holding.
  • 775 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.