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

Angeles 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	$118K	Hold	1,548	–	–	0.01%	530
2026 Q1	$106K	Buy	1,548 +168	+12%	+$11.9K	0.01%	443
2025 Q4	$92.6K	Buy	+1,380	New	+$91.4K	0.01%	402
2022 Q4	–	Sell	-3,600	Closed	-$144K	–	212
2022 Q3	$144K	Hold	3,600	–	–	0.03%	176
2022 Q2	$162K	Hold	3,600	–	–	0.03%	166
2022 Q1	$188K	Buy	+3,600	New	+$192K	0.04%	167

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

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

Angeles Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 1,548 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #530.

Angeles Wealth Management first reported a position in ACWX in Q1 2022 and has held it in 6 quarters since. The position peaked at $188K in Q1 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Angeles Wealth Management held 1,548 shares of iShares MSCI ACWI ex US ETF worth $118K as of Q2 2026.
Angeles Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #530 holding.
Angeles Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 6 quarters since.
Angeles Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $188K in Q1 2022.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.