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

Aries 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	$1.17M	Hold	15,436	–	–	0.23%	90
2026 Q1	$1.06M	Buy	15,436 +4,134	+37%	+$292K	0.23%	93
2025 Q4	$759K	Hold	11,302	–	–	0.17%	114
2025 Q3	$735K	Sell	11,302 -65	-0.6%	-$4.06K	0.17%	111
2025 Q2	$693K	Buy	11,367 +3,906	+52%	+$226K	0.18%	112
2025 Q1	$414K	Hold	7,461	–	–	0.11%	154
2024 Q4	$389K	Buy	7,461 +2,627	+54%	+$144K	0.11%	159
2024 Q3	$277K	Hold	4,834	–	–	0.08%	194
2024 Q2	$257K	Hold	4,834	–	–	0.08%	175
2024 Q1	$258K	Hold	4,834	–	–	0.08%	178
2023 Q4	$247K	Buy	4,834 +535	+12%	+$25.7K	0.09%	172
2023 Q3	$202K	Buy	+4,299	New	+$210K	0.08%	188

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

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

Aries Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 15,436 shares worth $1.17M. The position accounts for 0.23% of the portfolio, ranked #90.

Aries Wealth Management first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Aries Wealth Management held 15,436 shares of iShares MSCI ACWI ex US ETF worth $1.17M as of Q2 2026.
Aries Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.23% of Aries Wealth Management's portfolio in Q2 2026, its #90 holding.
Aries Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.