Partners Capital Investment Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Partners Capital Investment Group’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	$849K	Sell	11,155 -14,892	-57%	-$1.11M	0.03%	122
2026 Q1	$1.78M	Buy	26,047 +13,453	+107%	+$949K	0.07%	90
2025 Q4	$845K	Buy	12,594 +196	+2%	+$13K	0.03%	114
2025 Q3	$806K	Hold	12,398	–	–	0.03%	111
2025 Q2	$756K	Sell	12,398 -42,432	-77%	-$2.45M	0.03%	115
2025 Q1	$3.04M	Buy	54,830 +12,223	+29%	+$671K	0.05%	115
2024 Q4	$2.22M	Sell	42,607 -15,573	-27%	-$852K	0.06%	92
2024 Q3	$3.33M	Hold	58,180	–	–	0.05%	108
2024 Q2	$3.09M	Buy	58,180 +15,573	+37%	+$831K	0.05%	114
2024 Q1	$2.27M	Buy	42,607 +27,263	+178%	+$1.4M	0.06%	107
2023 Q4	$783K	Buy	15,344 +211	+1%	+$10.2K	0.02%	154
2023 Q3	$711K	Buy	+15,133	New	+$741K	0.02%	155

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

Partners Capital Investment Group's ACWX Position: Q2 2026 in Review

Partners Capital Investment Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 57% in Q2 2026, selling an estimated $1.11M and leaving 11,155 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #122.

Partners Capital Investment Group first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q3 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Partners Capital Investment Group held 11,155 shares of iShares MSCI ACWI ex US ETF worth $849K as of Q2 2026.
Partners Capital Investment Group sold 14,892 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.11M.
iShares MSCI ACWI ex US ETF made up 0.03% of Partners Capital Investment Group's portfolio in Q2 2026, its #122 holding.
Partners Capital Investment Group first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
Partners Capital Investment Group's iShares MSCI ACWI ex US ETF position peaked at $3.33M in Q3 2024.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.