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ACWX icon

&Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

&Partners’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 		$6M Buy
77,481
+29,414
+61% +$2.19M 0.02% 526
2026
Q1 		$3.29M Buy
48,067
+34,143
+245% +$2.41M 0.02% 692
2025
Q4 		$940K Buy
13,924
+9,645
+225% +$639K ﹤0.01% 1253
2025
Q3 		$279K Buy
+4,279
New +$268K ﹤0.01% 1797

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

&Partners's ACWX Position: Q2 2026 in Review

&Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 61% in Q2 2026, buying an estimated $2.19M and bringing the position to 77,481 shares worth $6M. The position accounts for 0.02% of the portfolio, ranked #526.

&Partners first reported a position in ACWX in Q3 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • &Partners held 77,481 shares of iShares MSCI ACWI ex US ETF worth $6M as of Q2 2026.
  • &Partners bought 29,414 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.19M.
  • iShares MSCI ACWI ex US ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #526 holding.
  • &Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.