Operose Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Operose Advisors’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	$760K	Hold	9,980	–	–	0.15%	75
2026 Q1	$683K	Buy	9,980 +3,622	+57%	+$256K	0.16%	73
2025 Q4	$427K	Buy	6,358 +77	+1%	+$5.1K	0.1%	93
2025 Q3	$408K	Buy	6,281 +88	+1%	+$5.5K	0.1%	91
2025 Q2	$377K	Buy	6,193 +93	+2%	+$5.37K	0.11%	86
2025 Q1	$338K	Buy	6,100 +131	+2%	+$7.19K	0.11%	94
2024 Q4	$311K	Hold	5,969	–	–	0.11%	99
2024 Q3	$342K	Hold	5,969	–	–	0.11%	102
2024 Q2	$317K	Hold	5,969	–	–	0.11%	107
2024 Q1	$319K	Sell	5,969 -7,171	-55%	-$368K	0.11%	119
2023 Q4	$671K	Buy	13,140 +8,768	+201%	+$422K	0.27%	44
2023 Q3	$206K	Hold	4,372	–	–	0.08%	124
2023 Q2	$215K	Hold	4,372	–	–	0.1%	79
2023 Q1	$213K	Hold	4,372	–	–	0.11%	69
2022 Q4	$199K	Buy	4,372 +1,850	+73%	+$81.1K	0.11%	67
2022 Q3	$101K	Hold	2,522	–	–	0.07%	100
2022 Q2	$113K	Hold	2,522	–	–	0.08%	88
2022 Q1	$132K	Hold	2,522	–	–	0.09%	90
2021 Q4	$140K	Buy	+2,522	New	+$142K	0.11%	81

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

Operose Advisors's ACWX Position: Q2 2026 in Review

Operose Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 9,980 shares worth $760K. The position accounts for 0.15% of the portfolio, ranked #75.

Operose Advisors first reported a position in ACWX in Q4 2021 and has held it in 19 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Operose Advisors held 9,980 shares of iShares MSCI ACWI ex US ETF worth $760K as of Q2 2026.
Operose Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.15% of Operose Advisors's portfolio in Q2 2026, its #75 holding.
Operose Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 19 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.