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Kestra Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Kestra Investment 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 		$441K Buy
+5,799
New +$431K 0.01% 337
2025
Q1 		– Sell
-1,265
Closed -$66K – 902
2024
Q4 		$66K Buy
+1,265
New +$69.2K ﹤0.01% 488

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

Kestra Investment Management's ACWX Position: Q2 2026 in Review

Kestra Investment Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 5,799 shares worth $441K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in ACWX as recently as Q4 2024.

Kestra Investment Management first reported a position in ACWX in Q4 2024 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Kestra Investment Management held 5,799 shares of iShares MSCI ACWI ex US ETF worth $441K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Kestra Investment Management position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #337 holding.
  • Kestra Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 2 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.