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Steward Partners Investment Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Steward Partners Investment Advisory’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 		$7.84M Sell
102,994
-304
-0.3% -$22.6K 0.04% 415
2026
Q1 		$7.07M Buy
103,298
+27,485
+36% +$1.94M 0.04% 413
2025
Q4 		$5.09M Buy
75,813
+72,317
+2,069% +$4.79M 0.03% 463
2025
Q3 		$227K Hold
3,496
– – ﹤0.01% 1806
2025
Q2 		$213K Buy
3,496
+2,086
+148% +$120K ﹤0.01% 1737
2025
Q1 		$78.2K Hold
1,410
– – ﹤0.01% 2155
2024
Q4 		$73.5K Hold
1,410
– – ﹤0.01% 2142
2024
Q3 		$80.7K Hold
1,410
– – ﹤0.01% 1987
2024
Q2 		$74.9K Hold
1,410
– – ﹤0.01% 1913
2024
Q1 		$75.3K Sell
1,410
-6,364
-82% -$327K ﹤0.01% 1897
2023
Q4 		$397K Buy
7,774
+49
+0.6% +$2.36K 0.01% 1097
2023
Q3 		$363K Sell
7,725
-21
-0.3% -$1.03K 0.01% 1048
2023
Q2 		$381K Buy
7,746
+115
+2% +$5.66K 0.01% 1036
2023
Q1 		$372K Sell
7,631
-2,379
-24% -$115K 0.01% 1031
2022
Q4 		$455K Buy
10,010
+2,930
+41% +$129K 0.01% 937
2022
Q3 		$283K Sell
7,080
-8,067
-53% -$359K 0.01% 1053
2022
Q2 		$682K Buy
15,147
+8,514
+128% +$412K 0.01% 758
2022
Q1 		$347K Buy
6,633
+1,296
+24% +$69K 0.01% 1064
2021
Q4 		$297K Buy
5,337
+105
+2% +$5.91K ﹤0.01% 1142
2021
Q3 		$290K Buy
5,232
+1,277
+32% +$72.7K 0.01% 1114
2021
Q2 		$227K Buy
3,955
+1,060
+37% +$60.9K ﹤0.01% 1451
2021
Q1 		$160K Sell
2,895
-140
-5% -$7.74K ﹤0.01% 1396
2020
Q4 		$161K Buy
3,035
+1,188
+64% +$58.9K ﹤0.01% 1157
2020
Q3 		$85K Buy
+1,847
New +$85.1K ﹤0.01% 1276

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

Steward Partners Investment Advisory's ACWX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.29% in Q2 2026, selling an estimated $22.6K and leaving 102,994 shares worth $7.84M. The position accounts for 0.04% of the portfolio, ranked #415.

Steward Partners Investment Advisory first reported a position in ACWX in Q3 2020 and has held it in 24 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Steward Partners Investment Advisory held 102,994 shares of iShares MSCI ACWI ex US ETF worth $7.84M as of Q2 2026.
  • Steward Partners Investment Advisory sold 304 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $22.6K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #415 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and has held it in 24 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.