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Sequoia Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sequoia Financial Advisors’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 		$29.2M Buy
383,334
+36,903
+11% +$2.75M 0.15% 107
2026
Q1 		$23.7M Buy
346,431
+9,132
+3% +$644K 0.13% 113
2025
Q4 		$22.6M Buy
337,299
+45,715
+16% +$3.03M 0.13% 119
2025
Q3 		$19M Sell
291,584
-2,670
-0.9% -$167K 0.12% 125
2025
Q2 		$17.9M Buy
294,254
+25,314
+9% +$1.46M 0.12% 129
2025
Q1 		$14.9M Buy
268,940
+39,122
+17% +$2.15M 0.11% 153
2024
Q4 		$12M Buy
229,818
+5,370
+2% +$294K 0.12% 159
2024
Q3 		$12.8M Sell
224,448
-4,628
-2% -$252K 0.14% 134
2024
Q2 		$12.2M Sell
229,076
-2,491
-1% -$133K 0.15% 121
2024
Q1 		$12.4M Sell
231,567
-12,821
-5% -$658K 0.15% 123
2023
Q4 		$12.5M Sell
244,388
-11,946
-5% -$575K 0.15% 128
2023
Q3 		$12.1M Sell
256,334
-18,020
-7% -$882K 0.21% 88
2023
Q2 		$13.5M Buy
+274,354
New +$13.5M 0.23% 83

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

Sequoia Financial Advisors's ACWX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 11% in Q2 2026, buying an estimated $2.75M and bringing the position to 383,334 shares worth $29.2M. The position accounts for 0.15% of the portfolio, ranked #107.

Sequoia Financial Advisors first reported a position in ACWX in Q2 2023 and has held it in 13 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Sequoia Financial Advisors held 383,334 shares of iShares MSCI ACWI ex US ETF worth $29.2M as of Q2 2026.
  • Sequoia Financial Advisors bought 36,903 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.75M.
  • iShares MSCI ACWI ex US ETF made up 0.15% of Sequoia Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Sequoia Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 13 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.