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NWAM LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

NWAM LLC’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 		$2.79M Buy
36,683
+13,020
+55% +$969K 0.14% 162
2026
Q1 		$1.62M Buy
23,663
+10,582
+81% +$746K 0.09% 208
2025
Q4 		$900K Buy
13,081
+1,057
+9% +$70K 0.05% 289
2025
Q3 		$789K Buy
12,024
+1,366
+13% +$85.4K 0.04% 319
2025
Q2 		$647K Buy
10,658
+3,356
+46% +$194K 0.04% 339
2025
Q1 		$405K Sell
7,302
-195
-3% -$10.7K 0.03% 357
2024
Q4 		$391K Sell
7,497
-3,175
-30% -$174K 0.02% 430
2024
Q3 		$611K Buy
+10,672
New +$581K 0.04% 342
2024
Q2 		– Sell
-8,274
Closed -$442K – 159
2024
Q1 		$442K Buy
8,274
+4,099
+98% +$210K 0.04% 355
2023
Q4 		$213K Buy
+4,175
New +$201K 0.02% 514
2023
Q3 		– Sell
-4,072
Closed -$200K – 500
2023
Q2 		$200K Buy
+4,072
New +$201K 0.02% 513

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

NWAM LLC's ACWX Position: Q2 2026 in Review

NWAM LLC increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 55% in Q2 2026, buying an estimated $969K and bringing the position to 36,683 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #162.

NWAM LLC first reported a position in ACWX in Q2 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • NWAM LLC held 36,683 shares of iShares MSCI ACWI ex US ETF worth $2.79M as of Q2 2026.
  • NWAM LLC bought 13,020 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $969K.
  • iShares MSCI ACWI ex US ETF made up 0.14% of NWAM LLC's portfolio in Q2 2026, its #162 holding.
  • NWAM LLC first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.