Archer Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Archer Investment 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 Q3	$497K	Buy	+6,570	New	+$502K	0.16%	84
2026 Q2	–	Sell	-3,766	Closed	-$258K	–	111
2026 Q1	$258K	Sell	3,766 -35	-0.9%	-$2.47K	0.11%	93
2025 Q4	$255K	Buy	3,801 +165	+5%	+$10.9K	0.14%	107
2025 Q3	$236K	Sell	3,636 -866	-19%	-$54.1K	0.15%	57
2025 Q2	$274K	Sell	4,502 -1,546	-26%	-$89.3K	0.2%	46
2025 Q1	$335K	Sell	6,048 -726	-11%	-$39.9K	0.23%	48
2024 Q4	$353K	Buy	+6,774	New	+$371K	0.22%	47

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PPWP

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Archer Investment Management's ACWX Position: Q3 2026 in Review

Archer Investment Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 6,570 shares worth $497K. The stake represents 0.16% of the portfolio and ranks #84 among its holdings. This is a return to the name: Archer Investment Management previously reported a position in ACWX as recently as Q1 2026.

Archer Investment Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Archer Investment Management held 6,570 shares of iShares MSCI ACWI ex US ETF worth $497K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Archer Investment Management position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.16% of Archer Investment Management's portfolio in Q3 2026, its #84 holding.
Archer Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
124 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.