Activest Wealth Management
ACWX icon

Activest Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Activest Wealth Management’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 		– Sell
-2,278
Closed -$173K – 1056
2026
Q2 		$173K Buy
2,278
+25
+1% +$1.86K 0.03% 128
2026
Q1 		$154K Buy
2,253
+450
+25% +$31.7K 0.03% 170
2025
Q4 		$121K Buy
1,803
+28
+2% +$1.86K 0.02% 198
2025
Q3 		$115K Hold
1,775
– – 0.02% 168
2025
Q2 		$108K Buy
+1,775
New +$102K 0.03% 139

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Abundance Wealth Counselors
Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Activest Wealth Management's ACWX Position: Q3 2026 in Review

Activest Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026, closing a stake of 2,278 shares — an estimated $173K sold.

Activest Wealth Management first reported a position in ACWX in Q2 2025 and held it in 5 quarters. The position peaked at $173K in Q2 2026. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Activest Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 2,278 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $173K.
  • Activest Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and held it in 5 quarters.
  • Activest Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $173K in Q2 2026.
  • 280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.