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

SVB Wealth’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 Sell
51,946
-893
-2% -$66.4K 0.25% 80
2026
Q1 		$3.62M Sell
52,839
-3,180
-6% -$224K 0.24% 90
2025
Q4 		$3.76M Sell
56,019
-8,186
-13% -$542K 0.22% 93
2025
Q3 		$4.17M Sell
64,205
-7,208
-10% -$451K 0.22% 92
2025
Q2 		$4.35M Buy
+71,413
New +$4.12M 0.23% 88
2025
Q1 		– Sell
-131,885
Closed -$6.88M – 1520
2024
Q4 		$6.88M Buy
+131,885
New +$7.21M 0.13% 107
2024
Q3 		– Sell
-180,435
Closed -$9.59M – 26
2024
Q2 		$9.59M Sell
180,435
-21,585
-11% -$1.15M 0.24% 103
2024
Q1 		$10.8M Sell
202,020
-20,822
-9% -$1.07M 0.24% 103
2023
Q4 		$11.4M Sell
222,842
-129,470
-37% -$6.23M 0.28% 94
2023
Q3 		$16.6M Sell
352,312
-56,699
-14% -$2.77M 0.36% 64
2023
Q2 		$20.1M Sell
409,011
-67,773
-14% -$3.34M 0.36% 57
2023
Q1 		$23.3M Sell
476,784
-56,704
-11% -$2.73M 0.33% 61
2022
Q4 		$24.3M Buy
533,488
+97,558
+22% +$4.28M 0.33% 61
2022
Q3 		$17.4M Buy
435,930
+26,371
+6% +$1.17M 0.25% 81
2022
Q2 		$18.4M Buy
409,559
+12,420
+3% +$601K 0.28% 70
2022
Q1 		$20.8M Buy
397,139
+21,785
+6% +$1.16M 0.28% 71
2021
Q4 		$20.9M Buy
375,354
+14,547
+4% +$818K 0.34% 69
2021
Q3 		$20M Buy
360,807
+14,509
+4% +$826K 0.26% 73
2021
Q2 		$19.9M Buy
346,298
+25,308
+8% +$1.45M 0.25% 77
2021
Q1 		$17.7M Buy
320,990
+20,048
+7% +$1.11M 0.25% 77
2020
Q4 		$16M Buy
300,942
+25,918
+9% +$1.29M 0.23% 80
2020
Q3 		$12.6M Sell
275,024
-13,935
-5% -$642K 0.21% 84
2020
Q2 		$12.5M Sell
288,959
-82,327
-22% -$3.36M 0.23% 79
2020
Q1 		$14M Sell
371,286
-81,139
-18% -$3.65M 0.34% 48
2019
Q4 		$22.2M Buy
452,425
+665
+0.1% +$31.7K 0.4% 46
2019
Q3 		$20.8M Sell
451,760
-12,418
-3% -$568K 0.41% 44
2019
Q2 		$21.7M Buy
+464,178
New +$21.6M 0.73% 37

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

SVB Wealth's ACWX Position: Q2 2026 in Review

SVB Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.7% in Q2 2026, selling an estimated $66.4K and leaving 51,946 shares worth $3.95M. The position accounts for 0.25% of the portfolio, ranked #80.

SVB Wealth first reported a position in ACWX in Q2 2019 and has held it in 27 quarters since. The position peaked at $24.3M in Q4 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • SVB Wealth held 51,946 shares of iShares MSCI ACWI ex US ETF worth $3.95M as of Q2 2026.
  • SVB Wealth sold 893 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $66.4K.
  • iShares MSCI ACWI ex US ETF made up 0.25% of SVB Wealth's portfolio in Q2 2026, its #80 holding.
  • SVB Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares MSCI ACWI ex US ETF position peaked at $24.3M in Q4 2022.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.