Osborne Partners Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Osborne Partners Capital Management’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	$10.4M	Hold	136,270	–	–	0.58%	56
2026 Q1	$9.33M	Sell	136,270 -1,750	-1%	-$123K	0.49%	68
2025 Q4	$9.27M	Sell	138,020 -755	-0.5%	-$50K	0.48%	73
2025 Q3	$9.02M	Hold	138,775	–	–	0.46%	76
2025 Q2	$8.46M	Sell	138,775 -170,010	-55%	-$9.82M	0.45%	77
2025 Q1	$17.1M	Hold	308,785	–	–	0.99%	26
2024 Q4	$16.1M	Sell	308,785 -10,465	-3%	-$572K	0.93%	26
2024 Q3	$18.3M	Sell	319,250 -1,680	-0.5%	-$91.5K	1.04%	23
2024 Q2	$17.1M	Sell	320,930 -24,430	-7%	-$1.3M	1.02%	24
2024 Q1	$18.4M	Sell	345,360 -29,765	-8%	-$1.53M	1.14%	20
2023 Q4	$19.1M	Sell	375,125 -18,075	-5%	-$870K	1.25%	20
2023 Q3	$18.5M	Sell	393,200 -700	-0.2%	-$34.3K	1.37%	17
2023 Q2	$19.4M	Sell	393,900 -140	-0%	-$6.89K	1.4%	18
2023 Q1	$19.2M	Sell	394,040 -2,155	-0.5%	-$104K	1.41%	16
2022 Q4	$18M	Buy	396,195 +386,775	+4,106%	+$17M	1.42%	14
2022 Q3	$377K	Buy	+9,420	New	+$419K	0.03%	165

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

Osborne Partners Capital Management's ACWX Position: Q2 2026 in Review

Osborne Partners Capital Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 136,270 shares worth $10.4M. The position accounts for 0.58% of the portfolio, ranked #56.

Osborne Partners Capital Management first reported a position in ACWX in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.4M in Q2 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Osborne Partners Capital Management held 136,270 shares of iShares MSCI ACWI ex US ETF worth $10.4M as of Q2 2026.
Osborne Partners Capital Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.58% of Osborne Partners Capital Management's portfolio in Q2 2026, its #56 holding.
Osborne Partners Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 16 quarters since.
Osborne Partners Capital Management's iShares MSCI ACWI ex US ETF position peaked at $19.4M in Q2 2023.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.