AWM
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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
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% +$1.85K 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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Activest Wealth Management's ACWX Position: Q2 2026 in Review

Activest Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,278 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #128.

Activest Wealth Management first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Activest Wealth Management held 2,278 shares of iShares MSCI ACWI ex US ETF worth $173K as of Q2 2026.
  • Activest Wealth Management bought 25 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.86K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Activest Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Activest Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
  • 261 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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