Summit Trail Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Summit Trail 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	$820K	Buy	10,773 +454	+4%	+$33.8K	0.01%	1063
2026 Q1	$707K	Buy	+10,319	New	+$728K	0.01%	1054
2023 Q4	–	Sell	-19,350	Closed	-$910K	–	560
2023 Q3	$910K	Hold	19,350	–	–	0.03%	180
2023 Q2	$952K	Buy	19,350 +29	+0.2%	+$1.43K	0.04%	178
2023 Q1	$942K	Hold	19,321	–	–	0.04%	133
2022 Q4	$879K	Buy	19,321 +1,762	+10%	+$77.3K	0.04%	128
2022 Q3	$703K	Hold	17,559	–	–	0.04%	136
2022 Q2	$790K	Hold	17,559	–	–	0.05%	143
2022 Q1	$918K	Buy	+17,559	New	+$935K	0.07%	111
2018 Q1	–	Sell	-147	Closed	-$8K	–	430
2017 Q4	$8K	Buy	+147	New	+$7.25K	﹤0.01%	1272

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 $8.19B AUM 30.56% 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 22.96% 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

Summit Trail Advisors's ACWX Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.4% in Q2 2026, buying an estimated $33.8K and bringing the position to 10,773 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1063.

Summit Trail Advisors first reported a position in ACWX in Q4 2017 and has held it in 10 quarters since. The position peaked at $952K in Q2 2023. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Summit Trail Advisors held 10,773 shares of iShares MSCI ACWI ex US ETF worth $820K as of Q2 2026.
Summit Trail Advisors bought 454 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $33.8K.
iShares MSCI ACWI ex US ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1063 holding.
Summit Trail Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's iShares MSCI ACWI ex US ETF position peaked at $952K in Q2 2023.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.