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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osborne Partners Capital Management's ACWX Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.3% in Q1 2026, selling an estimated $123K and leaving 136,270 shares worth $9.33M. The position accounts for 0.49% of the portfolio, ranked #68.

Osborne Partners Capital Management first reported a position in ACWX in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.4M in Q2 2023. 702 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Osborne Partners Capital Management held 136,270 shares of iShares MSCI ACWI ex US ETF worth $9.33M as of Q1 2026.
Osborne Partners Capital Management sold 1,750 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $123K.
iShares MSCI ACWI ex US ETF made up 0.49% of Osborne Partners Capital Management's portfolio in Q1 2026, its #68 holding.
Osborne Partners Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 15 quarters since.
Osborne Partners Capital Management's iShares MSCI ACWI ex US ETF position peaked at $19.4M in Q2 2023.
702 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.