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Oarsman Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Oarsman Capital’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 		$918K Sell
12,057
-196
-2% -$14.6K 0.1% 96
2026
Q1 		$839K Sell
12,253
-860
-7% -$60.7K 0.1% 98
2025
Q4 		$880K Buy
13,113
+4,237
+48% +$281K 0.11% 95
2025
Q3 		$577K Sell
8,876
-8,330
-48% -$521K 0.08% 128
2025
Q2 		$1.05M Buy
17,206
+9,350
+119% +$540K 0.16% 92
2025
Q1 		$436K Sell
7,856
-2,501
-24% -$137K 0.08% 141
2024
Q4 		$540K Buy
10,357
+3,310
+47% +$181K 0.09% 129
2024
Q3 		$403K Sell
7,047
-3,351
-32% -$183K 0.07% 146
2024
Q2 		$552K Sell
10,398
-10,067
-49% -$537K 0.12% 118
2024
Q1 		$1.09M Sell
20,465
-5,055
-20% -$259K 0.26% 82
2023
Q4 		$1.3M Buy
25,520
+10,318
+68% +$497K 0.35% 67
2023
Q3 		$715K Buy
15,202
+10,470
+221% +$512K 0.3% 81
2023
Q2 		$233K Hold
4,732
– – 0.1% 157
2023
Q1 		$231K Buy
+4,732
New +$228K 0.11% 156

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

Oarsman Capital's ACWX Position: Q2 2026 in Review

Oarsman Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.6% in Q2 2026, selling an estimated $14.6K and leaving 12,057 shares worth $918K. The position accounts for 0.1% of the portfolio, ranked #96.

Oarsman Capital first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q4 2023. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Oarsman Capital held 12,057 shares of iShares MSCI ACWI ex US ETF worth $918K as of Q2 2026.
  • Oarsman Capital sold 196 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $14.6K.
  • iShares MSCI ACWI ex US ETF made up 0.1% of Oarsman Capital's portfolio in Q2 2026, its #96 holding.
  • Oarsman Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
  • Oarsman Capital's iShares MSCI ACWI ex US ETF position peaked at $1.3M in Q4 2023.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.