South Shore Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

South Shore Capital 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	$277K	Buy	3,637 +136	+4%	+$10.1K	0.19%	120
2026 Q1	$240K	Buy	3,501 +484	+16%	+$34.1K	0.18%	128
2025 Q4	$203K	Buy	+3,017	New	+$200K	0.15%	132
2022 Q3	–	Sell	-4,707	Closed	-$212K	–	78
2022 Q2	$212K	Hold	4,707	–	–	0.44%	80
2022 Q1	$246K	Buy	4,707 +420	+10%	+$22.4K	0.4%	85
2021 Q4	$238K	Buy	+4,287	New	+$241K	0.39%	85

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 $8.38B AUM 25.07% 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 22.9% 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

South Shore Capital Advisors's ACWX Position: Q2 2026 in Review

South Shore Capital Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.9% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,637 shares worth $277K. The position accounts for 0.19% of the portfolio, ranked #120.

South Shore Capital Advisors first reported a position in ACWX in Q4 2021 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

South Shore Capital Advisors held 3,637 shares of iShares MSCI ACWI ex US ETF worth $277K as of Q2 2026.
South Shore Capital Advisors bought 136 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $10.1K.
iShares MSCI ACWI ex US ETF made up 0.19% of South Shore Capital Advisors's portfolio in Q2 2026, its #120 holding.
South Shore Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 6 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.