Lowe Brockenbrough & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Lowe Brockenbrough & Co’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	$6.56M	Sell	86,156 -12,150	-12%	-$904K	0.29%	75
2026 Q1	$6.73M	Hold	98,306	–	–	0.34%	71
2025 Q4	$6.6M	Hold	98,306	–	–	0.32%	73
2025 Q3	$6.39M	Sell	98,306 -10,525	-10%	-$658K	0.33%	73
2025 Q2	$6.63M	Sell	108,831 -41,389	-28%	-$2.39M	0.37%	72
2025 Q1	$8.33M	Buy	150,220 +80,000	+114%	+$4.39M	0.55%	58
2024 Q4	$3.66M	Buy	70,220 +25	+0%	+$1.37K	0.23%	94
2024 Q3	$4.02M	Buy	+70,195	New	+$3.82M	0.26%	91
2024 Q1	–	Sell	-70,515	Closed	-$3.6M	–	261
2023 Q4	$3.6M	Buy	+70,515	New	+$3.39M	0.28%	92
2023 Q1	–	Sell	-1,465	Closed	-$66.7K	–	264
2022 Q4	$66.7K	Buy	+1,465	New	+$64.3K	0.01%	260

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

Lowe Brockenbrough & Co's ACWX Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 12% in Q2 2026, selling an estimated $904K and leaving 86,156 shares worth $6.56M. The position accounts for 0.29% of the portfolio, ranked #75.

Lowe Brockenbrough & Co first reported a position in ACWX in Q4 2022 and has held it in 10 quarters since. The position peaked at $8.33M in Q1 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Lowe Brockenbrough & Co held 86,156 shares of iShares MSCI ACWI ex US ETF worth $6.56M as of Q2 2026.
Lowe Brockenbrough & Co sold 12,150 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $904K.
iShares MSCI ACWI ex US ETF made up 0.29% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #75 holding.
Lowe Brockenbrough & Co first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 10 quarters since.
Lowe Brockenbrough & Co's iShares MSCI ACWI ex US ETF position peaked at $8.33M in Q1 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.