Wealthspire Advisors (New York)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wealthspire Advisors (New York)’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	$89.8M	Buy	1,180,155 +1,167,371	+9,132%	+$86.9M	0.49%	39
2026 Q1	$875K	Hold	12,784	–	–	0.01%	432
2025 Q4	$858K	Buy	12,784 +141	+1%	+$9.34K	0.01%	464
2025 Q3	$822K	Sell	12,643 -5,727	-31%	-$358K	﹤0.01%	427
2025 Q2	$1.12M	Buy	18,370 +4,470	+32%	+$258K	0.01%	367
2025 Q1	$771K	Buy	13,900 +1,770	+15%	+$97.2K	﹤0.01%	437
2024 Q4	$633K	Buy	12,130 +2,594	+27%	+$142K	0.01%	454
2024 Q3	$546K	Buy	9,536 +1,639	+21%	+$89.3K	0.01%	477
2024 Q2	$420K	Buy	+7,897	New	+$421K	0.01%	462
2023 Q2	–	Sell	-5,062	Closed	-$247K	–	562
2023 Q1	$247K	Hold	5,062	–	–	﹤0.01%	470
2022 Q4	$230K	Sell	5,062 -762	-13%	-$33.4K	﹤0.01%	513
2022 Q3	$233K	Buy	5,824 +762	+15%	+$33.9K	﹤0.01%	452
2022 Q2	$228K	Buy	5,062 +348	+7%	+$16.8K	﹤0.01%	454
2022 Q1	$246K	Hold	4,714	–	–	0.01%	384
2021 Q4	$262K	Sell	4,714 -1,885	-29%	-$106K	0.01%	450
2021 Q3	$366K	Buy	6,599 +1,885	+40%	+$107K	0.01%	418
2021 Q2	$271K	Hold	4,714	–	–	0.01%	312
2021 Q1	$260K	Hold	4,714	–	–	0.01%	599
2020 Q4	$250K	Buy	4,714 +122	+3%	+$6.05K	0.01%	494
2020 Q3	$211K	Buy	+4,592	New	+$212K	0.01%	294
2020 Q1	–	Sell	-4,592	Closed	-$226K	–	559
2019 Q4	$226K	Hold	4,592	–	–	0.02%	189
2019 Q3	$211K	Hold	4,592	–	–	0.02%	154
2019 Q2	$215K	Hold	4,592	–	–	0.02%	92
2019 Q1	$212K	Sell	4,592 -1,222	-21%	-$55K	0.02%	41
2018 Q4	$244K	Buy	+5,814	New	+$256K	0.02%	60

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 22.9% 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

Wealthspire Advisors (New York)'s ACWX Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 9,132% in Q2 2026, buying an estimated $86.9M and bringing the position to 1,180,155 shares worth $89.8M. The position accounts for 0.49% of the portfolio, ranked #39.

Wealthspire Advisors (New York) first reported a position in ACWX in Q4 2018 and has held it in 25 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Wealthspire Advisors (New York) held 1,180,155 shares of iShares MSCI ACWI ex US ETF worth $89.8M as of Q2 2026.
Wealthspire Advisors (New York) bought 1,167,371 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $86.9M.
iShares MSCI ACWI ex US ETF made up 0.49% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #39 holding.
Wealthspire Advisors (New York) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 25 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.