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

Sierra 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 		$3.47M Buy
45,639
+145
+0.3% +$10.8K 0.34% 65
2026
Q1 		$3.12M Sell
45,494
-10,880
-19% -$768K 0.34% 66
2025
Q4 		$3.78M Buy
56,374
+170
+0.3% +$11.3K 0.4% 61
2025
Q3 		$3.65M Sell
56,204
-300
-0.5% -$18.8K 0.4% 62
2025
Q2 		$3.44M Buy
56,504
+152
+0.3% +$8.78K 0.4% 61
2025
Q1 		$3.13M Hold
56,352
– – 0.38% 59
2024
Q4 		$2.94M Buy
56,352
+155
+0.3% +$8.48K 0.35% 68
2024
Q3 		$3.22M Sell
56,197
-400
-0.7% -$21.8K 0.38% 64
2024
Q2 		$3.01M Sell
56,597
-11,205
-17% -$598K 0.4% 62
2024
Q1 		$3.62M Sell
67,802
-6,351
-9% -$326K 0.47% 55
2023
Q4 		$3.79M Buy
74,153
+698
+1% +$33.6K 0.56% 55
2023
Q3 		$3.45M Buy
73,455
+10,200
+16% +$499K 0.55% 53
2023
Q2 		$3.11M Buy
63,255
+629
+1% +$31K 0.49% 55
2023
Q1 		$3.05M Sell
62,626
-9,220
-13% -$444K 0.5% 51
2022
Q4 		$3.27M Buy
71,846
+430
+0.6% +$18.9K 0.56% 46
2022
Q3 		$2.86M Hold
71,416
– – 0.53% 48
2022
Q2 		$3.21M Buy
71,416
+2,947
+4% +$143K 0.58% 46
2022
Q1 		$3.58M Buy
68,469
+3,762
+6% +$200K 0.56% 46
2021
Q4 		$3.6M Buy
64,707
+936
+1% +$52.7K 0.54% 46
2021
Q3 		$3.64M Hold
63,771
– – 0.61% 42
2021
Q2 		$3.67M Buy
63,771
+648
+1% +$37.2K 0.68% 36
2021
Q1 		$3.48M Buy
+63,123
New +$3.49M 0.65% 39

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

Sierra Capital's ACWX Position: Q2 2026 in Review

Sierra Capital increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.32% in Q2 2026, buying an estimated $10.8K and bringing the position to 45,639 shares worth $3.47M. The position accounts for 0.34% of the portfolio, ranked #65.

Sierra Capital first reported a position in ACWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.79M in Q4 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Sierra Capital held 45,639 shares of iShares MSCI ACWI ex US ETF worth $3.47M as of Q2 2026.
  • Sierra Capital bought 145 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $10.8K.
  • iShares MSCI ACWI ex US ETF made up 0.34% of Sierra Capital's portfolio in Q2 2026, its #65 holding.
  • Sierra Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 22 quarters since.
  • Sierra Capital's iShares MSCI ACWI ex US ETF position peaked at $3.79M in Q4 2023.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.