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J. Safra Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

J. Safra Asset 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 		$285K Buy
3,741
+23
+0.6% +$1.71K 0.01% 207
2026
Q1 		$255K Sell
3,718
-17
-0.5% -$1.2K 0.01% 207
2025
Q4 		$251K Buy
+3,735
New +$247K 0.01% 201

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

J. Safra Asset Management's ACWX Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.62% in Q2 2026, buying an estimated $1.71K and bringing the position to 3,741 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #207.

J. Safra Asset Management first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • J. Safra Asset Management held 3,741 shares of iShares MSCI ACWI ex US ETF worth $285K as of Q2 2026.
  • J. Safra Asset Management bought 23 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.71K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #207 holding.
  • J. Safra Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.