Syntax Research’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Syntax Research’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	$1.71M	Sell	22,434 -17,670	-44%	-$1.31M	1.25%	18
2026 Q1	$2.75M	Sell	40,104 -872	-2%	-$61.5K	1.75%	17
2025 Q4	$2.75M	Sell	40,976 -2,794	-6%	-$185K	1.7%	20
2025 Q3	$2.85M	Sell	43,770 -86	-0.2%	-$5.38K	1.83%	19
2025 Q2	$2.67M	Sell	43,856 -25,632	-37%	-$1.48M	1.9%	19
2025 Q1	$3.85M	Sell	69,488 -38,947	-36%	-$2.14M	2.66%	8
2024 Q4	$5.66M	Buy	108,435 +1,774	+2%	+$97K	4.06%	5
2024 Q3	$6.1M	Sell	106,661 -2,364	-2%	-$129K	4.12%	5
2024 Q2	$5.79M	Buy	109,025 +24,574	+29%	+$1.31M	4.58%	5
2024 Q1	$4.51M	Sell	84,451 -1,109	-1%	-$56.9K	3.44%	8
2023 Q4	$4.37M	Sell	85,560 -62,378	-42%	-$3M	3.66%	7
2023 Q3	$6.95M	Buy	+147,938	New	+$7.24M	5.63%	4

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

Syntax Research's ACWX Position: Q2 2026 in Review

Syntax Research reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 44% in Q2 2026, selling an estimated $1.31M and leaving 22,434 shares worth $1.71M. The position accounts for 1.25% of the portfolio, ranked #18.

Syntax Research first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.95M in Q3 2023. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Syntax Research held 22,434 shares of iShares MSCI ACWI ex US ETF worth $1.71M as of Q2 2026.
Syntax Research sold 17,670 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.31M.
iShares MSCI ACWI ex US ETF made up 1.25% of Syntax Research's portfolio in Q2 2026, its #18 holding.
Syntax Research first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
Syntax Research's iShares MSCI ACWI ex US ETF position peaked at $6.95M in Q3 2023.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.