Newbridge Financial Services Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Newbridge Financial Services 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	$2.07K	Hold	27	–	–	﹤0.01%	1062
2026 Q1	$1.84K	Hold	27	–	–	﹤0.01%	1031
2025 Q4	$1.81K	Hold	27	–	–	﹤0.01%	1033
2025 Q3	$1.73K	Hold	27	–	–	﹤0.01%	1144
2025 Q2	$1.62K	Buy	27 +1	+4%	+$58	﹤0.01%	1153
2025 Q1	$1.45K	Sell	26 -360	-93%	-$19.8K	﹤0.01%	919
2024 Q4	$20.1K	Buy	+386	New	+$21.1K	0.01%	598
2024 Q3	–	Sell	-383	Closed	-$20.4K	–	665
2024 Q2	$20.4K	Buy	383 +2	+0.5%	+$107	0.01%	571
2024 Q1	$20.3K	Hold	381	–	–	0.01%	592
2023 Q4	$19.4K	Buy	381 +3	+0.8%	+$144	0.01%	600
2023 Q3	$17.8K	Hold	378	–	–	0.01%	670
2023 Q2	$18.6K	Buy	378 +3	+0.8%	+$148	0.01%	721
2023 Q1	$18.3K	Hold	375	–	–	0.01%	759
2022 Q4	$17.1K	Buy	375 +1	+0.3%	+$44	0.01%	776
2022 Q3	$15K	Hold	374	–	–	0.01%	772
2022 Q2	$17K	Sell	374 -1	-0.3%	-$48	0.01%	697
2022 Q1	$20K	Buy	+375	New	+$20K	0.01%	727

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

Newbridge Financial Services Group's ACWX Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 27 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Newbridge Financial Services Group first reported a position in ACWX in Q1 2022 and has held it in 17 quarters since. The position peaked at $20.4K in Q2 2024. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Newbridge Financial Services Group held 27 shares of iShares MSCI ACWI ex US ETF worth $2.07K as of Q2 2026.
Newbridge Financial Services Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1062 holding.
Newbridge Financial Services Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 17 quarters since.
Newbridge Financial Services Group's iShares MSCI ACWI ex US ETF position peaked at $20.4K in Q2 2024.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.