LRI Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

LRI Investments’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	–	Sell	-391	Closed	-$26.8K	–	1954
2026 Q1	$26.8K	Sell	391 -371	-49%	-$26.2K	﹤0.01%	631
2025 Q4	$51.2K	Buy	+762	New	+$50.5K	﹤0.01%	541
2025 Q3	–	Sell	-365	Closed	-$22.2K	–	1310
2025 Q2	$22.2K	Buy	+365	New	+$21.1K	﹤0.01%	684

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

LRI Investments's ACWX Position: Q2 2026 in Review

LRI Investments sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 391 shares — an estimated $26.8K sold.

LRI Investments first reported a position in ACWX in Q2 2025 and held it in 3 quarters. The position peaked at $51.2K in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

LRI Investments reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
LRI Investments sold 391 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $26.8K.
LRI Investments first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and held it in 3 quarters.
LRI Investments's iShares MSCI ACWI ex US ETF position peaked at $51.2K in Q4 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.