Jones Financial Companies
ACWX icon

Jones Financial Companies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Jones Financial Companies’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 		$4.34M Buy
57,803
+6,311
+12% +$470K ﹤0.01% 1252
2026
Q1 		$3.42M Buy
51,492
+5,833
+13% +$411K ﹤0.01% 1224
2025
Q4 		$3.07M Buy
45,659
+4,502
+11% +$298K ﹤0.01% 806
2025
Q3 		$2.65M Buy
41,157
+4,765
+13% +$298K ﹤0.01% 774
2025
Q2 		$2.21M Buy
36,392
+19,534
+116% +$1.13M ﹤0.01% 726
2025
Q1 		$941K Buy
16,858
+4,746
+39% +$261K ﹤0.01% 888
2024
Q4 		$632K Buy
12,112
+9,141
+308% +$500K ﹤0.01% 899
2024
Q3 		$171K Buy
+2,971
New +$162K ﹤0.01% 1186

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

Jones Financial Companies's ACWX Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 12% in Q2 2026, buying an estimated $470K and bringing the position to 57,803 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Jones Financial Companies first reported a position in ACWX in Q3 2024 and has held it in 8 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Jones Financial Companies held 57,803 shares of iShares MSCI ACWI ex US ETF worth $4.34M as of Q2 2026.
  • Jones Financial Companies bought 6,311 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $470K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1252 holding.
  • Jones Financial Companies first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and has held it in 8 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.