Naples Global Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Naples Global Advisors’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	$523K	Hold	6,870	–	–	0.03%	334
2026 Q1	$470K	Buy	6,870 +300	+5%	+$21.2K	0.03%	337
2025 Q4	$441K	Hold	6,570	–	–	0.03%	346
2025 Q3	$427K	Hold	6,570	–	–	0.03%	347
2025 Q2	$400K	Sell	6,570 -100	-1%	-$5.77K	0.03%	332
2025 Q1	$370K	Buy	+6,670	New	+$366K	0.04%	333
2018 Q2	–	Sell	-4,128	Closed	-$205K	–	295
2018 Q1	$205K	Hold	4,128	–	–	0.06%	278
2017 Q4	$206K	Buy	+4,128	New	+$203K	0.06%	277

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

Naples Global Advisors's ACWX Position: Q2 2026 in Review

Naples Global Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 6,870 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #334.

Naples Global Advisors first reported a position in ACWX in Q4 2017 and has held it in 8 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Naples Global Advisors held 6,870 shares of iShares MSCI ACWI ex US ETF worth $523K as of Q2 2026.
Naples Global Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.03% of Naples Global Advisors's portfolio in Q2 2026, its #334 holding.
Naples Global Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 8 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.