NorthRock Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

NorthRock Partners’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	$234K	Buy	+3,070	New	+$228K	﹤0.01%	614
2025 Q2	–	Sell	-1,182	Closed	-$65.5K	–	683
2025 Q1	$65.5K	Buy	1,182 +182	+18%	+$9.99K	﹤0.01%	662
2024 Q4	$52.2K	Hold	1,000	–	–	﹤0.01%	652
2024 Q3	$57.2K	Sell	1,000 -100	-9%	-$5.45K	﹤0.01%	686
2024 Q2	$58.4K	Hold	1,100	–	–	﹤0.01%	653
2024 Q1	$58.7K	Buy	+1,100	New	+$56.5K	﹤0.01%	650

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

NorthRock Partners's ACWX Position: Q2 2026 in Review

NorthRock Partners opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 3,070 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: NorthRock Partners previously reported a position in ACWX as recently as Q1 2025.

NorthRock Partners first reported a position in ACWX in Q1 2024 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

NorthRock Partners held 3,070 shares of iShares MSCI ACWI ex US ETF worth $234K as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new NorthRock Partners position in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #614 holding.
NorthRock Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and has held it in 6 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.