Advance Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Advance Capital 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	$839K	Sell	11,028 -615	-5%	-$45.8K	0.03%	87
2026 Q1	$797K	Sell	11,643 -3,689	-24%	-$260K	0.03%	77
2025 Q4	$1.03M	Buy	15,332 +17	+0.1%	+$1.13K	0.04%	63
2025 Q3	$996K	Buy	15,315 +16	+0.1%	+$1K	0.04%	62
2025 Q2	$932K	Sell	15,299 -231	-1%	-$13.3K	0.04%	66
2025 Q1	$861K	Hold	15,530	–	–	0.04%	64
2024 Q4	$810K	Buy	15,530 +16	+0.1%	+$875	0.04%	62
2024 Q3	$888K	Hold	15,514	–	–	0.04%	57
2024 Q2	$824K	Sell	15,514 -2,475	-14%	-$132K	0.04%	56
2024 Q1	$960K	Sell	17,989 -1,512	-8%	-$77.6K	0.07%	47
2023 Q4	$995K	Buy	19,501 +3,169	+19%	+$153K	0.08%	34
2023 Q3	$768K	Buy	16,332 +11,865	+266%	+$581K	0.07%	44
2023 Q2	$220K	Buy	+4,467	New	+$220K	0.02%	114

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

Advance Capital Management's ACWX Position: Q2 2026 in Review

Advance Capital Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.3% in Q2 2026, selling an estimated $45.8K and leaving 11,028 shares worth $839K. The position accounts for 0.03% of the portfolio, ranked #87.

Advance Capital Management first reported a position in ACWX in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q4 2025. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Advance Capital Management held 11,028 shares of iShares MSCI ACWI ex US ETF worth $839K as of Q2 2026.
Advance Capital Management sold 615 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $45.8K.
iShares MSCI ACWI ex US ETF made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #87 holding.
Advance Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 13 quarters since.
Advance Capital Management's iShares MSCI ACWI ex US ETF position peaked at $1.03M in Q4 2025.
744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.