Jordan Park Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Jordan Park Group’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	$1.22M	Hold	16,000	–	–	0.06%	48
2026 Q1	$1.1M	Hold	16,000	–	–	0.06%	49
2025 Q4	$1.07M	Hold	16,000	–	–	0.06%	44
2025 Q3	$1.04M	Hold	16,000	–	–	0.06%	43
2025 Q2	$975K	Hold	16,000	–	–	0.06%	42
2025 Q1	$887K	Hold	16,000	–	–	0.06%	43
2024 Q4	$835K	Hold	16,000	–	–	0.06%	50
2024 Q3	$916K	Hold	16,000	–	–	0.06%	48
2024 Q2	$850K	Hold	16,000	–	–	0.07%	37
2024 Q1	$854K	Hold	16,000	–	–	0.05%	41
2023 Q4	$817K	Buy	+16,000	New	+$770K	0.06%	39
2023 Q2	–	Sell	-11,406	Closed	-$556K	–	48
2023 Q1	$556K	Hold	11,406	–	–	0.04%	40
2022 Q4	$519K	Hold	11,406	–	–	0.04%	37
2022 Q3	$456K	Hold	11,406	–	–	0.04%	33
2022 Q2	$513K	Hold	11,406	–	–	0.05%	35
2022 Q1	$596K	Hold	11,406	–	–	0.05%	28
2021 Q4	$634K	Buy	+11,406	New	+$642K	0.05%	34
2021 Q3	–	Sell	-11,406	Closed	-$656K	–	44
2021 Q2	$656K	Buy	+11,406	New	+$655K	0.04%	52

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jordan Park Group's ACWX Position: Q2 2026 in Review

Jordan Park Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 16,000 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #48.

Jordan Park Group first reported a position in ACWX in Q2 2021 and has held it in 18 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Jordan Park Group held 16,000 shares of iShares MSCI ACWI ex US ETF worth $1.22M as of Q2 2026.
Jordan Park Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.06% of Jordan Park Group's portfolio in Q2 2026, its #48 holding.
Jordan Park Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and has held it in 18 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.