Allworth Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Allworth Financial’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	$34K	Buy	447 +127	+40%	+$9.45K	﹤0.01%	2798
2026 Q1	$21.9K	Buy	320 +247	+338%	+$17.4K	﹤0.01%	2925
2025 Q4	$4.89K	Hold	73	–	–	﹤0.01%	3727
2025 Q3	$4.73K	Sell	73 -268	-79%	-$16.8K	﹤0.01%	3588
2025 Q2	$20.8K	Buy	+341	New	+$19.7K	﹤0.01%	2490
2025 Q1	–	Sell	-71	Closed	-$3.81K	–	4056
2024 Q4	$3.81K	Buy	71 +13	+22%	+$711	﹤0.01%	2877
2024 Q3	$3.32K	Hold	58	–	–	﹤0.01%	2745
2024 Q2	$3.12K	Hold	58	–	–	﹤0.01%	2724
2024 Q1	$3.1K	Hold	58	–	–	﹤0.01%	2616
2023 Q4	$2.96K	Hold	58	–	–	﹤0.01%	2495
2023 Q3	$2.73K	Sell	58 -621	-91%	-$30.4K	﹤0.01%	2390
2023 Q2	$33.4K	Buy	679 +11	+2%	+$542	﹤0.01%	1276
2023 Q1	$32.6K	Sell	668 -303	-31%	-$14.6K	﹤0.01%	1238
2022 Q4	$44.2K	Buy	+971	New	+$42.6K	﹤0.01%	1059

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

Allworth Financial's ACWX Position: Q2 2026 in Review

Allworth Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 40% in Q2 2026, buying an estimated $9.45K and bringing the position to 447 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Allworth Financial first reported a position in ACWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $44.2K in Q4 2022. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Allworth Financial held 447 shares of iShares MSCI ACWI ex US ETF worth $34K as of Q2 2026.
Allworth Financial bought 127 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9.45K.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2798 holding.
Allworth Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 14 quarters since.
Allworth Financial's iShares MSCI ACWI ex US ETF position peaked at $44.2K in Q4 2022.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.