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

Smartleaf 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 		$109K Hold
1,442
– – ﹤0.01% 1131
2026
Q1 		$95.6K Buy
1,442
+10
+0.7% +$705 ﹤0.01% 1134
2025
Q4 		$96.6K Sell
1,432
-852
-37% -$56.5K ﹤0.01% 1202
2025
Q3 		$148K Buy
2,284
+1,142
+100% +$71.4K 0.01% 859
2025
Q2 		$69.5K Sell
1,142
-50
-4% -$2.89K 0.01% 1018
2025
Q1 		$66.5K Sell
1,192
-1,069
-47% -$58.7K 0.01% 1009
2024
Q4 		$118K Sell
2,261
-49
-2% -$2.68K 0.01% 766
2024
Q3 		$133K Sell
2,310
-270
-10% -$14.7K 0.02% 618
2024
Q2 		$137K Sell
2,580
-22
-0.8% -$1.17K 0.02% 483
2024
Q1 		$139K Sell
2,602
-770
-23% -$39.5K 0.03% 446
2023
Q4 		$172K Buy
+3,372
New +$162K 0.05% 338

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

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

Smartleaf Asset Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 1,442 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Smartleaf Asset Management first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $172K in Q4 2023. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Smartleaf Asset Management held 1,442 shares of iShares MSCI ACWI ex US ETF worth $109K as of Q2 2026.
  • Smartleaf Asset Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1131 holding.
  • Smartleaf Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares MSCI ACWI ex US ETF position peaked at $172K in Q4 2023.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.