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Stage Harbor Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stage Harbor Financial’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 		$6.71M Buy
88,140
+91
+0.1% +$6.77K 3.88% 6
2026
Q1 		$6.03M Sell
88,049
-79
-0.1% -$5.57K 4% 5
2025
Q4 		$5.92M Sell
88,128
-52
-0.1% -$3.44K 3.99% 6
2025
Q3 		$5.73M Buy
88,180
+3,039
+4% +$190K 4.19% 7
2025
Q2 		$5.19M Sell
85,141
-1,209
-1% -$69.8K 4.21% 7
2025
Q1 		$4.79M Sell
86,350
-794
-0.9% -$43.6K 4.05% 7
2024
Q4 		$4.55M Sell
87,144
-62
-0.1% -$3.39K 3.96% 8
2024
Q3 		$4.95M Sell
87,206
-1,411
-2% -$76.9K 4.5% 6
2024
Q2 		$4.71M Sell
88,617
-573
-0.6% -$30.6K 4.55% 7
2024
Q1 		$4.76M Sell
89,190
-1,590
-2% -$81.6K 4.33% 9
2023
Q4 		$4.63M Buy
+90,780
New +$4.37M 4.46% 8

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

Stage Harbor Financial's ACWX Position: Q2 2026 in Review

Stage Harbor Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.1% in Q2 2026, buying an estimated $6.77K and bringing the position to 88,140 shares worth $6.71M. The position accounts for 3.88% of the portfolio, ranked #6.

Stage Harbor Financial first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Stage Harbor Financial held 88,140 shares of iShares MSCI ACWI ex US ETF worth $6.71M as of Q2 2026.
  • Stage Harbor Financial bought 91 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $6.77K.
  • iShares MSCI ACWI ex US ETF made up 3.88% of Stage Harbor Financial's portfolio in Q2 2026, its #6 holding.
  • Stage Harbor Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.