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Saxon Interests’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Saxon Interests’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 		$428K Sell
5,630
-120
-2% -$8.93K 0.12% 171
2026
Q1 		$394K Hold
5,750
– – 0.14% 164
2025
Q4 		$386K Hold
5,750
– – 0.14% 144
2025
Q3 		$361K Hold
5,750
– – 0.14% 138
2025
Q2 		$319K Hold
5,750
– – 0.15% 133
2025
Q1 		$319K Hold
5,750
– – 0.15% 133
2024
Q4 		$300K Hold
5,750
– – 0.13% 144
2024
Q3 		$329K Sell
5,750
-1,861
-24% -$101K 0.15% 129
2024
Q2 		$404K Sell
7,611
-19,480
-72% -$1.04M 0.19% 115
2024
Q1 		$1.45M Sell
27,091
-1
-0% -$51 0.69% 39
2023
Q4 		$1.38M Buy
+27,092
New +$1.3M 0.69% 35
2023
Q3 		– Sell
-5,750
Closed -$283K – 58
2023
Q2 		$283K Hold
5,750
– – 0.15% 137
2023
Q1 		$280K Hold
5,750
– – 0.16% 139
2022
Q4 		$274K Sell
5,750
-15,688
-73% -$688K 0.16% 131
2022
Q3 		$901K Hold
21,438
– – 0.55% 51
2022
Q2 		$965K Buy
21,438
+1,967
+10% +$95.2K 0.58% 46
2022
Q1 		$1.02M Buy
19,471
+1,757
+10% +$93.6K 0.54% 48
2021
Q4 		$993K Buy
+17,714
New +$996K 0.56% 41

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

Saxon Interests's ACWX Position: Q2 2026 in Review

Saxon Interests reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.1% in Q2 2026, selling an estimated $8.93K and leaving 5,630 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #171.

Saxon Interests first reported a position in ACWX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.45M in Q1 2024. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Saxon Interests held 5,630 shares of iShares MSCI ACWI ex US ETF worth $428K as of Q2 2026.
  • Saxon Interests sold 120 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $8.93K.
  • iShares MSCI ACWI ex US ETF made up 0.12% of Saxon Interests's portfolio in Q2 2026, its #171 holding.
  • Saxon Interests first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's iShares MSCI ACWI ex US ETF position peaked at $1.45M in Q1 2024.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.