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Wellington-Altus USA’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wellington-Altus USA’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 		$42.2K Hold
616
– – 0.03% 340
2026
Q1 		$46.9K Hold
616
– – 0.03% 351
2025
Q4 		$41.4K Buy
+616
New +$40.8K 0.03% 332

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

Wellington-Altus USA's ACWX Position: Q2 2026 in Review

Wellington-Altus USA held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 616 shares worth $42.2K. The position accounts for 0.03% of the portfolio, ranked #340.

Wellington-Altus USA first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.9K in Q1 2026. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Wellington-Altus USA held 616 shares of iShares MSCI ACWI ex US ETF worth $42.2K as of Q2 2026.
  • Wellington-Altus USA left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #340 holding.
  • Wellington-Altus USA first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares MSCI ACWI ex US ETF position peaked at $46.9K in Q1 2026.
  • 744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.