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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthRock Partners's ACWX Position: Q2 2025 in Review

NorthRock Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 1,182 shares — an estimated $65.5K sold.

NorthRock Partners first reported a position in ACWX in Q1 2024 and held it in 5 quarters. The position peaked at $65.5K in Q1 2025. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • NorthRock Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,182 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $65.5K.
  • NorthRock Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and held it in 5 quarters.
  • NorthRock Partners's iShares MSCI ACWI ex US ETF position peaked at $65.5K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.