Ramirez Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Ramirez Asset 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	$3.32M	Buy	43,618 +15,697	+56%	+$1.17M	0.35%	89
2026 Q1	$1.91M	Sell	27,921 -12,687	-31%	-$895K	0.23%	106
2025 Q4	$2.73M	Buy	40,608 +39,464	+3,450%	+$2.61M	0.36%	97
2025 Q3	$74.3K	Buy	1,144 +1,018	+808%	+$63.6K	0.01%	265
2025 Q2	$7.7K	Sell	126 -4,845	-97%	-$280K	﹤0.01%	329
2025 Q1	$276K	Sell	4,971 -72,981	-94%	-$4.01M	0.06%	183
2024 Q4	$4.07M	Buy	77,952 +75,521	+3,107%	+$4.13M	0.82%	35
2024 Q3	$139K	Buy	2,431 +1,773	+269%	+$96.6K	0.03%	232
2024 Q2	$35K	Buy	658 +613	+1,362%	+$32.7K	0.01%	318
2024 Q1	$2.39K	Sell	45 -26,747	-100%	-$1.37M	﹤0.01%	378
2023 Q4	$1.37M	Buy	26,792 +22,781	+568%	+$1.1M	0.28%	108
2023 Q3	$189K	Buy	+4,011	New	+$196K	0.04%	220

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

Ramirez Asset Management's ACWX Position: Q2 2026 in Review

Ramirez Asset Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 56% in Q2 2026, buying an estimated $1.17M and bringing the position to 43,618 shares worth $3.32M. The position accounts for 0.35% of the portfolio, ranked #89.

Ramirez Asset Management first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.07M in Q4 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Ramirez Asset Management held 43,618 shares of iShares MSCI ACWI ex US ETF worth $3.32M as of Q2 2026.
Ramirez Asset Management bought 15,697 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.17M.
iShares MSCI ACWI ex US ETF made up 0.35% of Ramirez Asset Management's portfolio in Q2 2026, its #89 holding.
Ramirez Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's iShares MSCI ACWI ex US ETF position peaked at $4.07M in Q4 2024.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.