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

Alpha Financial Partners’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	$410K	Buy	5,392 +59	+1%	+$4.39K	0.22%	72
2026 Q1	$365K	Sell	5,333 -1,204	-18%	-$84.9K	0.22%	68
2025 Q4	$439K	Sell	6,537 -179	-3%	-$11.9K	0.27%	53
2025 Q3	$437K	Hold	6,716	–	–	0.28%	53
2025 Q2	$409K	Buy	6,716 +195	+3%	+$11.3K	0.29%	52
2025 Q1	$362K	Buy	6,521 +2,496	+62%	+$137K	0.29%	45
2024 Q4	$210K	Buy	+4,025	New	+$220K	0.17%	78
2024 Q2	–	Sell	-4,131	Closed	-$221K	–	75
2024 Q1	$221K	Hold	4,131	–	–	0.2%	66
2023 Q4	$211K	Buy	+4,131	New	+$199K	0.21%	76

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

Alpha Financial Partners's ACWX Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $4.39K and bringing the position to 5,392 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #72.

Alpha Financial Partners first reported a position in ACWX in Q4 2023 and has held it in 9 quarters since. The position peaked at $439K in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Alpha Financial Partners held 5,392 shares of iShares MSCI ACWI ex US ETF worth $410K as of Q2 2026.
Alpha Financial Partners bought 59 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $4.39K.
iShares MSCI ACWI ex US ETF made up 0.22% of Alpha Financial Partners's portfolio in Q2 2026, its #72 holding.
Alpha Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 9 quarters since.
Alpha Financial Partners's iShares MSCI ACWI ex US ETF position peaked at $439K in Q4 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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