AWA
ACWX icon

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

Acorn 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 		$367K Sell
4,822
-28
-0.6% -$2.08K 0.09% 199
2026
Q1 		$332K Sell
4,850
-10
-0.2% -$705 0.1% 182
2025
Q4 		$326K Sell
4,860
-34
-0.7% -$2.25K 0.1% 189
2025
Q3 		$318K Sell
4,894
-381
-7% -$23.8K 0.1% 197
2025
Q2 		$321K Buy
5,275
+85
+2% +$4.91K 0.12% 166
2025
Q1 		$288K Buy
5,190
+727
+16% +$39.9K 0.12% 175
2024
Q4 		$233K Sell
4,463
-976
-18% -$53.4K 0.1% 208
2024
Q3 		$311K Sell
5,439
-897
-14% -$48.9K 0.13% 161
2024
Q2 		$337K Sell
6,336
-813
-11% -$43.4K 0.17% 132
2024
Q1 		$382K Sell
7,149
-175
-2% -$8.98K 0.2% 106
2023
Q4 		$374K Sell
7,324
-3,047
-29% -$147K 0.22% 100
2023
Q3 		$488K Hold
10,371
– – 0.32% 73
2023
Q2 		$510K Buy
10,371
+153
+1% +$7.53K 0.35% 73
2023
Q1 		$498K Sell
10,218
-1,650
-14% -$79.5K 0.37% 66
2022
Q4 		$540K Sell
11,868
-2,074
-15% -$91K 0.41% 58
2022
Q3 		$558K Sell
13,942
-1
-0% -$44 0.46% 47
2022
Q2 		$627K Sell
13,943
-995
-7% -$48.2K 0.49% 45
2022
Q1 		$781K Sell
14,938
-2,146
-13% -$114K 0.54% 38
2021
Q4 		$950K Sell
17,084
-747
-4% -$42K 0.6% 38
2021
Q3 		$988K Buy
17,831
+923
+5% +$52.6K 0.69% 35
2021
Q2 		$972K Buy
16,908
+1,787
+12% +$103K 0.67% 34
2021
Q1 		$834K Buy
15,121
+6,637
+78% +$367K 0.6% 43
2020
Q4 		$450K Buy
+8,484
New +$421K 0.35% 63

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

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

Acorn Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.58% in Q2 2026, selling an estimated $2.08K and leaving 4,822 shares worth $367K. The position accounts for 0.09% of the portfolio, ranked #199.

Acorn Wealth Advisors first reported a position in ACWX in Q4 2020 and has held it in 23 quarters since. The position peaked at $988K in Q3 2021. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Acorn Wealth Advisors held 4,822 shares of iShares MSCI ACWI ex US ETF worth $367K as of Q2 2026.
  • Acorn Wealth Advisors sold 28 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.08K.
  • iShares MSCI ACWI ex US ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Acorn Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 23 quarters since.
  • Acorn Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $988K in Q3 2021.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.