Savant Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Savant Capital’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	$4.09M	Sell	53,751 -36	-0.1%	-$2.68K	0.01%	447
2026 Q1	$3.68M	Buy	+53,787	New	+$3.79M	0.02%	316
2025 Q4	–	Sell	-55,395	Closed	-$3.6M	–	1364
2025 Q3	$3.6M	Sell	55,395 -1,009	-2%	-$63.1K	0.02%	280
2025 Q2	$3.44M	Buy	+56,404	New	+$3.26M	0.02%	264
2025 Q1	–	Sell	-19,405	Closed	-$1.01M	–	1080
2024 Q4	$1.01M	Buy	19,405 +925	+5%	+$50.6K	0.01%	650
2024 Q3	$1.06M	Buy	+18,480	New	+$1.01M	0.01%	618
2024 Q2	–	Sell	-18,480	Closed	-$987K	–	1264
2024 Q1	$987K	Hold	18,480	–	–	0.01%	544
2023 Q4	$943K	Sell	18,480 -256	-1%	-$12.3K	0.01%	430
2023 Q3	$881K	Buy	18,736 +256	+1%	+$12.5K	0.01%	413
2023 Q2	$910K	Hold	18,480	–	–	0.01%	401
2023 Q1	$901K	Hold	18,480	–	–	0.02%	349
2022 Q4	$841K	Hold	18,480	–	–	0.02%	285
2022 Q3	$739K	Hold	18,480	–	–	0.02%	280
2022 Q2	$832K	Buy	+18,480	New	+$894K	0.03%	259

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

Savant Capital's ACWX Position: Q2 2026 in Review

Savant Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.07% in Q2 2026, selling an estimated $2.68K and leaving 53,751 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #447.

Savant Capital first reported a position in ACWX in Q2 2022 and has held it in 14 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Savant Capital held 53,751 shares of iShares MSCI ACWI ex US ETF worth $4.09M as of Q2 2026.
Savant Capital sold 36 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.68K.
iShares MSCI ACWI ex US ETF made up 0.01% of Savant Capital's portfolio in Q2 2026, its #447 holding.
Savant Capital first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 14 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.