Measured Wealth Private Client Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Measured Wealth Private Client Group’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	$78K	Sell	1,025 -15,282	-94%	-$1.14M	0.02%	268
2026 Q1	$1.12M	Buy	16,307 +101	+0.6%	+$7.13K	0.31%	47
2025 Q4	$1.09M	Buy	16,206 +6,828	+73%	+$452K	0.29%	47
2025 Q3	$610K	Sell	9,378 -3	-0%	-$188	0.16%	85
2025 Q2	$572K	Buy	9,381 +197	+2%	+$11.4K	0.17%	88
2025 Q1	$509K	Buy	+9,184	New	+$504K	0.16%	88

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

Measured Wealth Private Client Group's ACWX Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 94% in Q2 2026, selling an estimated $1.14M and leaving 1,025 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #268.

Measured Wealth Private Client Group first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Measured Wealth Private Client Group held 1,025 shares of iShares MSCI ACWI ex US ETF worth $78K as of Q2 2026.
Measured Wealth Private Client Group sold 15,282 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.14M.
iShares MSCI ACWI ex US ETF made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #268 holding.
Measured Wealth Private Client Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
Measured Wealth Private Client Group's iShares MSCI ACWI ex US ETF position peaked at $1.12M in Q1 2026.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.