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TD Private Client Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

TD Private Client 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 		$306K Sell
4,027
-127
-3% -$9.45K 0.01% 596
2026
Q1 		$284K Sell
4,154
-264
-6% -$18.6K 0.01% 581
2025
Q4 		$297K Hold
4,418
– – 0.01% 579
2025
Q3 		$287K Buy
4,418
+89
+2% +$5.56K 0.01% 588
2025
Q2 		$264K Buy
4,329
+2,252
+108% +$130K 0.01% 580
2025
Q1 		$115K Sell
2,077
-651
-24% -$35.7K ﹤0.01% 688
2024
Q4 		$142K Buy
2,728
+124
+5% +$6.78K ﹤0.01% 665
2024
Q3 		$149K Buy
+2,604
New +$142K ﹤0.01% 664
2022
Q1 		– Sell
-1,252
Closed -$69.6K – 1267
2021
Q4 		$69.6K Buy
1,252
+83
+7% +$4.67K ﹤0.01% 696
2021
Q3 		$64.8K Buy
1,169
+69
+6% +$3.93K ﹤0.01% 701
2021
Q2 		$63.3K Hold
1,100
– – ﹤0.01% 695
2021
Q1 		$60.7K Buy
+1,100
New +$60.8K ﹤0.01% 678

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

TD Private Client Wealth's ACWX Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.1% in Q2 2026, selling an estimated $9.45K and leaving 4,027 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #596.

TD Private Client Wealth first reported a position in ACWX in Q1 2021 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • TD Private Client Wealth held 4,027 shares of iShares MSCI ACWI ex US ETF worth $306K as of Q2 2026.
  • TD Private Client Wealth sold 127 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9.45K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #596 holding.
  • TD Private Client Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 12 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.