Morton Brown Family Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Morton Brown Family Wealth’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	$205K	Hold	2,698	–	–	0.05%	70
2026 Q1	$185K	Hold	2,698	–	–	0.05%	69
2025 Q4	$181K	Hold	2,698	–	–	0.05%	65
2025 Q3	$175K	Hold	2,698	–	–	0.05%	64
2025 Q2	$164K	Hold	2,698	–	–	0.05%	65
2025 Q1	$150K	Hold	2,698	–	–	0.05%	66
2024 Q4	$141K	Sell	2,698 -77	-3%	-$4.21K	0.05%	68
2024 Q3	$159K	Hold	2,775	–	–	0.06%	61
2024 Q2	$150K	Sell	2,775 -21	-0.8%	-$1.12K	0.06%	61
2024 Q1	$149K	Sell	2,796 -679	-20%	-$34.9K	0.06%	59
2023 Q4	$177K	Hold	3,475	–	–	0.08%	53
2023 Q3	$163K	Hold	3,475	–	–	0.08%	46
2023 Q2	$171K	Hold	3,475	–	–	0.09%	47
2023 Q1	$169K	Hold	3,475	–	–	0.1%	50
2022 Q4	$158K	Hold	3,475	–	–	0.11%	50
2022 Q3	$139K	Hold	3,475	–	–	0.11%	43
2022 Q2	$156K	Hold	3,475	–	–	0.12%	40
2022 Q1	$182K	Hold	3,475	–	–	0.14%	41
2021 Q4	$194K	Buy	+3,475	New	+$195K	0.15%	40

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

Morton Brown Family Wealth's ACWX Position: Q2 2026 in Review

Morton Brown Family Wealth held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 2,698 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #70.

Morton Brown Family Wealth first reported a position in ACWX in Q4 2021 and has held it in 19 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Morton Brown Family Wealth held 2,698 shares of iShares MSCI ACWI ex US ETF worth $205K as of Q2 2026.
Morton Brown Family Wealth left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #70 holding.
Morton Brown Family Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 19 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.