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

Monument 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 		$285K Buy
+3,747
New +$279K 0.06% 216
2020
Q1 		– Sell
-7,177
Closed -$353K – 68
2019
Q4 		$353K Hold
7,177
– – 0.18% 82
2019
Q3 		$331K Buy
+7,177
New +$329K 0.18% 82

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

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

Monument Capital Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 3,747 shares worth $285K. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in ACWX as recently as Q4 2019.

Monument Capital Management first reported a position in ACWX in Q3 2019 and has held it in 3 quarters since. The position peaked at $353K in Q4 2019. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Monument Capital Management held 3,747 shares of iShares MSCI ACWI ex US ETF worth $285K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Monument Capital Management position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.06% of Monument Capital Management's portfolio in Q2 2026, its #216 holding.
  • Monument Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2019 and has held it in 3 quarters since.
  • Monument Capital Management's iShares MSCI ACWI ex US ETF position peaked at $353K in Q4 2019.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.