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Koss-Olinger Consulting’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Koss-Olinger Consulting’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 		$168M Buy
2,207,262
+1,012,918
+85% +$75.4M 12.94% 2
2026
Q1 		$81.8M Buy
+1,194,344
New +$84.3M 6.85% 4

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
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
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Koss-Olinger Consulting's ACWX Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 85% in Q2 2026, buying an estimated $75.4M and bringing the position to 2,207,262 shares worth $168M. The position accounts for 12.94% of the portfolio, ranked #2.

Koss-Olinger Consulting first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Koss-Olinger Consulting held 2,207,262 shares of iShares MSCI ACWI ex US ETF worth $168M as of Q2 2026.
  • Koss-Olinger Consulting bought 1,012,918 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $75.4M.
  • iShares MSCI ACWI ex US ETF made up 12.94% of Koss-Olinger Consulting's portfolio in Q2 2026, its #2 holding.
  • Koss-Olinger Consulting first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.