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Keel Point’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Keel Point’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 		$3.21M Buy
42,139
+10,353
+33% +$770K 0.19% 79
2026
Q1 		$2.18M Buy
31,786
+17,097
+116% +$1.21M 0.14% 101
2025
Q4 		$986K Buy
+14,689
New +$973K 0.06% 186
2025
Q1 		– Sell
-17,184
Closed -$896K – 473
2024
Q4 		$896K Buy
+17,184
New +$940K 0.07% 157
2023
Q3 		– Sell
-7,663
Closed -$377K – 318
2023
Q2 		$377K Buy
7,663
+2,247
+41% +$111K 0.05% 206
2023
Q1 		$264K Buy
+5,416
New +$261K 0.04% 243
2022
Q3 		– Sell
-10,582
Closed -$496K – 254
2022
Q2 		$496K Buy
+10,582
New +$512K 0.08% 146

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

Keel Point's ACWX Position: Q2 2026 in Review

Keel Point increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 33% in Q2 2026, buying an estimated $770K and bringing the position to 42,139 shares worth $3.21M. The position accounts for 0.19% of the portfolio, ranked #79.

Keel Point first reported a position in ACWX in Q2 2022 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Keel Point held 42,139 shares of iShares MSCI ACWI ex US ETF worth $3.21M as of Q2 2026.
  • Keel Point bought 10,353 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $770K.
  • iShares MSCI ACWI ex US ETF made up 0.19% of Keel Point's portfolio in Q2 2026, its #79 holding.
  • Keel Point first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 7 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.