JWCA
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J.W. Cole Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

J.W. Cole Advisors’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 		$658K Buy
+8,645
New +$643K 0.01% 914
2026
Q1 		– Sell
-10,552
Closed -$707K – 788
2025
Q4 		$707K Buy
10,552
+714
+7% +$47.3K 0.02% 766
2025
Q3 		$640K Sell
9,838
-2,059
-17% -$129K 0.01% 899
2025
Q2 		$725K Buy
11,897
+870
+8% +$50.2K 0.02% 790
2025
Q1 		$611K Buy
+11,027
New +$605K 0.02% 706
2023
Q2 		– Sell
-59,847
Closed -$2.92M – 760
2023
Q1 		$2.92M Sell
59,847
-5,247
-8% -$253K 0.21% 121
2022
Q4 		$2.96M Buy
65,094
+9,716
+18% +$426K 0.23% 115
2022
Q3 		$2.22M Buy
55,378
+4,964
+10% +$221K 0.19% 134
2022
Q2 		$2.27M Buy
50,414
+7,340
+17% +$355K 0.18% 139
2022
Q1 		$2.25M Buy
43,074
+6,032
+16% +$321K 0.15% 162
2021
Q4 		$2.06M Buy
+37,042
New +$2.08M 0.13% 180
2021
Q3 		– Sell
-31,392
Closed -$1.8M – 481
2021
Q2 		$1.8M Buy
31,392
+1,049
+3% +$60.2K 0.14% 171
2021
Q1 		$1.67M Buy
30,343
+841
+3% +$46.5K 0.16% 155
2020
Q4 		$1.56M Sell
29,502
-1,191
-4% -$59.1K 0.16% 147
2020
Q3 		$1.41M Buy
30,693
+6,954
+29% +$320K 0.11% 199
2020
Q2 		$1.03M Buy
+23,739
New +$970K 0.15% 161
2020
Q1 		– Sell
-17,609
Closed -$865K – 107
2019
Q4 		$865K Buy
+17,609
New +$840K 0.11% 208

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 $8.19B AUM 30.56% 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 22.96% 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
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.W. Cole Advisors's ACWX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 8,645 shares worth $658K. The stake represents 0.01% of the portfolio and ranks #914 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ACWX as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ACWX in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.96M in Q4 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • J.W. Cole Advisors held 8,645 shares of iShares MSCI ACWI ex US ETF worth $658K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #914 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 17 quarters since.
  • J.W. Cole Advisors's iShares MSCI ACWI ex US ETF position peaked at $2.96M in Q4 2022.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.