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Strategic Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Strategic Wealth Partners’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 		$3.95M Buy
51,860
+1,000
+2% +$74.4K 0.24% 80
2026
Q1 		$3.48M Buy
50,860
+12,044
+31% +$850K 0.24% 80
2025
Q4 		$2.61M Buy
38,816
+277
+0.7% +$18.4K 0.18% 94
2025
Q3 		$2.51M Buy
38,539
+4,680
+14% +$293K 0.19% 94
2025
Q2 		$2.06M Buy
+33,859
New +$1.96M 0.16% 101
2024
Q4 		$1.13M Sell
20,318
-729
-3% -$39.9K 0.09% 138
2024
Q3 		$1.2M Buy
21,047
+7,036
+50% +$383K 0.12% 131
2024
Q2 		$744K Buy
14,011
+270
+2% +$14.4K 0.08% 161
2024
Q1 		$734K Buy
13,741
+1,934
+16% +$99.3K 0.08% 158
2023
Q4 		$603K Sell
11,807
-641
-5% -$30.8K 0.07% 168
2023
Q3 		$585K Buy
12,448
+2,486
+25% +$122K 0.08% 188
2023
Q2 		$490K Buy
9,962
+439
+5% +$21.6K 0.06% 208
2023
Q1 		$464K Buy
9,523
+2,145
+29% +$103K 0.07% 182
2022
Q4 		$336K Sell
7,378
-5,046
-41% -$221K 0.06% 199
2022
Q3 		$497K Buy
12,424
+6,947
+127% +$309K 0.11% 174
2022
Q2 		$246K Sell
5,477
-459
-8% -$22.2K 0.05% 216
2022
Q1 		$310K Sell
5,936
-3,267
-35% -$174K 0.06% 207
2021
Q4 		$512K Buy
9,203
+2,412
+36% +$136K 0.1% 191
2021
Q3 		$376K Sell
6,791
-720
-10% -$41K 0.11% 193
2021
Q2 		$432K Sell
7,511
-417
-5% -$23.9K 0.14% 167
2021
Q1 		$437K Sell
7,928
-144
-2% -$7.96K 0.17% 130
2020
Q4 		$428K Sell
8,072
-467
-5% -$23.2K 0.18% 125
2020
Q3 		$393K Sell
8,539
-1,534
-15% -$70.7K 0.2% 110
2020
Q2 		$436K Sell
10,073
-33,903
-77% -$1.39M 0.23% 99
2020
Q1 		$2.16M Hold
43,976
– – 1.13% 18
2019
Q4 		$2.16M Sell
43,976
-4,718
-10% -$225K 1.12% 18
2019
Q3 		$132K Buy
48,694
+45,210
+1,298% +$2.07M 0.68% 40
2019
Q2 		$162K Sell
3,484
-70
-2% -$3.25K 0.08% 141
2019
Q1 		$164K Buy
3,554
+2,122
+148% +$95.6K 0.08% 150
2018
Q4 		$63K Buy
1,432
+674
+89% +$29.7K 0.03% 212
2018
Q3 		$36K Buy
+758
New +$36K 0.02% 258

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

Strategic Wealth Partners's ACWX Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2% in Q2 2026, buying an estimated $74.4K and bringing the position to 51,860 shares worth $3.95M. The position accounts for 0.24% of the portfolio, ranked #80.

Strategic Wealth Partners first reported a position in ACWX in Q3 2018 and has held it in 31 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Strategic Wealth Partners held 51,860 shares of iShares MSCI ACWI ex US ETF worth $3.95M as of Q2 2026.
  • Strategic Wealth Partners bought 1,000 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $74.4K.
  • iShares MSCI ACWI ex US ETF made up 0.24% of Strategic Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Strategic Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2018 and has held it in 31 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.