AWA
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Aaron Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Aaron Wealth Advisors’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 		$3.13M Sell
41,142
-8,889
-18% -$661K 0.16% 81
2026
Q1 		$3.43M Sell
50,031
-214
-0.4% -$15.1K 0.19% 66
2025
Q4 		$3.37M Sell
50,245
-519
-1% -$34.4K 0.18% 74
2025
Q3 		$3.3M Sell
50,764
-740
-1% -$46.3K 0.2% 58
2025
Q2 		$3.14M Sell
51,504
-4,349
-8% -$251K 0.32% 47
2025
Q1 		$3.1M Sell
55,853
-32,305
-37% -$1.77M 0.36% 43
2024
Q4 		$4.6M Sell
88,158
-233
-0.3% -$12.7K 0.53% 31
2024
Q3 		$5.06M Sell
88,391
-11,597
-12% -$632K 0.6% 24
2024
Q2 		$5.31M Sell
99,988
-693
-0.7% -$37K 0.74% 21
2024
Q1 		$5.38M Sell
100,681
-439
-0.4% -$22.5K 0.77% 21
2023
Q4 		$5.16M Sell
101,120
-500
-0.5% -$24.1K 0.86% 18
2023
Q3 		$4.78M Sell
101,620
-8,152
-7% -$399K 0.62% 28
2023
Q2 		$5.4M Sell
109,772
-222
-0.2% -$10.9K 0.7% 28
2023
Q1 		$5.36M Hold
109,994
– – 0.74% 30
2022
Q4 		$5M Sell
109,994
-2,309
-2% -$101K 0.73% 30
2022
Q3 		$4.49M Hold
112,303
– – 0.83% 29
2022
Q2 		$5.05M Sell
112,303
-5,936,015
-98% -$287M 1.27% 18
2022
Q1 		$116M Buy
6,048,318
+5,932,605
+5,127% +$316M 1.6% 14
2021
Q4 		$6.43M Sell
115,713
-1,248
-1% -$70.2K 1.8% 12
2021
Q3 		$6.48M Sell
116,961
-14,780
-11% -$842K 1.83% 13
2021
Q2 		$7.58M Hold
131,741
– – 2.49% 10
2021
Q1 		$7.27M Hold
131,741
– – 2.67% 10
2020
Q4 		$6.99M Buy
+131,741
New +$6.53M 2.56% 13

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

Aaron Wealth Advisors's ACWX Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 18% in Q2 2026, selling an estimated $661K and leaving 41,142 shares worth $3.13M. The position accounts for 0.16% of the portfolio, ranked #81.

Aaron Wealth Advisors first reported a position in ACWX in Q4 2020 and has held it in 23 quarters since. The position peaked at $116M in Q1 2022. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Aaron Wealth Advisors held 41,142 shares of iShares MSCI ACWI ex US ETF worth $3.13M as of Q2 2026.
  • Aaron Wealth Advisors sold 8,889 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $661K.
  • iShares MSCI ACWI ex US ETF made up 0.16% of Aaron Wealth Advisors's portfolio in Q2 2026, its #81 holding.
  • Aaron Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $116M in Q1 2022.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.