MAI Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

MAI Capital 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	$1.54M	Buy	20,241 +10,632	+111%	+$791K	0.01%	796
2026 Q1	$658K	Buy	9,609 +514	+6%	+$36.3K	﹤0.01%	920
2025 Q4	$611K	Buy	9,095 +1,638	+22%	+$109K	﹤0.01%	900
2025 Q3	$485K	Buy	7,457 +27	+0.4%	+$1.69K	﹤0.01%	923
2025 Q2	$453K	Buy	7,430 +303	+4%	+$17.5K	﹤0.01%	885
2025 Q1	$395K	Hold	7,127	–	–	﹤0.01%	894
2024 Q4	$372K	Buy	+7,127	New	+$390K	﹤0.01%	935

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

MAI Capital Management's ACWX Position: Q2 2026 in Review

MAI Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 111% in Q2 2026, buying an estimated $791K and bringing the position to 20,241 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #796.

MAI Capital Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

MAI Capital Management held 20,241 shares of iShares MSCI ACWI ex US ETF worth $1.54M as of Q2 2026.
MAI Capital Management bought 10,632 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $791K.
iShares MSCI ACWI ex US ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #796 holding.
MAI Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.