Superior Planning, LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Superior Planning, LLC’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 Q3	$3.02M	Buy	+39,976	New	+$3.05M	1.26%	14

Other funds holding ACWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's ACWX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 39,976 shares worth $3.02M. The stake represents 1.26% of the portfolio and ranks #14 among its holdings.

644 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Superior Planning, LLC held 39,976 shares of iShares MSCI ACWI ex US ETF worth $3.02M as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Superior Planning, LLC position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 1.26% of Superior Planning, LLC's portfolio in Q3 2026, its #14 holding.
644 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.