ABLE Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

ABLE Financial Group’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	$878K	Hold	11,608	–	–	0.14%	105
2026 Q2	$883K	Hold	11,608	–	–	0.15%	105
2026 Q1	$795K	Hold	11,608	–	–	0.16%	105
2025 Q4	$779K	Hold	11,608	–	–	0.16%	97
2025 Q3	$755K	Sell	11,608 -2,110	-15%	-$132K	0.16%	96
2025 Q2	$836K	Hold	13,718	–	–	0.2%	86
2025 Q1	$761K	Hold	13,718	–	–	0.21%	82
2024 Q4	$716K	Hold	13,718	–	–	0.21%	84
2024 Q3	$785K	Hold	13,718	–	–	0.24%	70
2024 Q2	$729K	Hold	13,718	–	–	0.26%	69
2024 Q1	$732K	Hold	13,718	–	–	0.29%	62
2023 Q4	$700K	Hold	13,718	–	–	0.3%	62
2023 Q3	$645K	Hold	13,718	–	–	0.32%	59
2023 Q2	$675K	Hold	13,718	–	–	0.35%	53
2023 Q1	$669K	Buy	+13,718	New	+$661K	0.44%	48

Other funds holding ACWX

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

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

ABLE Financial Group's ACWX Position: Q3 2026 in Review

ABLE Financial Group held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 11,608 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #105.

ABLE Financial Group first reported a position in ACWX in Q1 2023 and has held it in 15 quarters since. The position peaked at $883K in Q2 2026. 228 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

ABLE Financial Group held 11,608 shares of iShares MSCI ACWI ex US ETF worth $878K as of Q3 2026.
ABLE Financial Group left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.14% of ABLE Financial Group's portfolio in Q3 2026, its #105 holding.
ABLE Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 15 quarters since.
ABLE Financial Group's iShares MSCI ACWI ex US ETF position peaked at $883K in Q2 2026.
228 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.