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

Adams 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	$6.14M	Sell	80,695 -13,091	-14%	-$974K	1.18%	27
2026 Q1	$6.42M	Buy	93,786 +532	+0.6%	+$37.5K	1.41%	23
2025 Q4	$6.26M	Sell	93,254 -2,367	-2%	-$157K	1.34%	24
2025 Q3	$6.22M	Sell	95,621 -16,290	-15%	-$1.02M	1.33%	22
2025 Q2	$6.82M	Buy	111,911 +71,681	+178%	+$4.14M	1.3%	22
2025 Q1	$2.23M	Buy	+40,230	New	+$2.21M	0.44%	56

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Adams Wealth Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 14% in Q2 2026, selling an estimated $974K and leaving 80,695 shares worth $6.14M. The position accounts for 1.18% of the portfolio, ranked #27.

Adams Wealth Management first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.82M in Q2 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Adams Wealth Management held 80,695 shares of iShares MSCI ACWI ex US ETF worth $6.14M as of Q2 2026.
Adams Wealth Management sold 13,091 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $974K.
iShares MSCI ACWI ex US ETF made up 1.18% of Adams Wealth Management's portfolio in Q2 2026, its #27 holding.
Adams Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
Adams Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $6.82M in Q2 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.