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Milestone Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Milestone Asset 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 		$6.21M Buy
81,600
+21,297
+35% +$1.58M 0.98% 25
2026
Q1 		$4.13M Buy
+60,303
New +$4.25M 0.76% 36

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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 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

Milestone Asset Management's ACWX Position: Q2 2026 in Review

Milestone Asset Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 35% in Q2 2026, buying an estimated $1.58M and bringing the position to 81,600 shares worth $6.21M. The position accounts for 0.98% of the portfolio, ranked #25.

Milestone Asset Management 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.

  • Milestone Asset Management held 81,600 shares of iShares MSCI ACWI ex US ETF worth $6.21M as of Q2 2026.
  • Milestone Asset Management bought 21,297 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.58M.
  • iShares MSCI ACWI ex US ETF made up 0.98% of Milestone Asset Management's portfolio in Q2 2026, its #25 holding.
  • Milestone Asset Management 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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.