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NewEdge Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

NewEdge 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 		$1.82M Buy
23,903
+1,647
+7% +$123K 0.02% 489
2026
Q1 		$1.52M Sell
22,256
-48,365
-68% -$3.41M 0.02% 504
2025
Q4 		$4.74M Buy
70,621
+45,423
+180% +$3.01M 0.05% 241
2025
Q3 		$1.66M Sell
25,198
-81,895
-76% -$5.12M 0.02% 444
2025
Q2 		$6.62M Buy
107,093
+86,963
+432% +$5.02M 0.1% 159
2025
Q1 		$1.12M Sell
20,130
-138,744
-87% -$7.62M 0.02% 453
2024
Q4 		$8.29M Buy
158,874
+138,901
+695% +$7.6M 0.14% 130
2024
Q3 		$1.14M Hold
19,973
– – 0.02% 447
2024
Q2 		$1.06M Sell
19,973
-7,996
-29% -$426K 0.02% 409
2024
Q1 		$1.48M Buy
27,969
+7,993
+40% +$410K 0.03% 366
2023
Q4 		$1.02M Buy
+19,976
New +$961K 0.03% 395

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

NewEdge Wealth's ACWX Position: Q2 2026 in Review

NewEdge Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.4% in Q2 2026, buying an estimated $123K and bringing the position to 23,903 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #489.

NewEdge Wealth first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q4 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • NewEdge Wealth held 23,903 shares of iShares MSCI ACWI ex US ETF worth $1.82M as of Q2 2026.
  • NewEdge Wealth bought 1,647 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $123K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #489 holding.
  • NewEdge Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • NewEdge Wealth's iShares MSCI ACWI ex US ETF position peaked at $8.29M in Q4 2024.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.