Arkadios Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Arkadios Wealth Advisors’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	$4.44M	Sell	58,292 -1,536	-3%	-$114K	0.07%	293
2026 Q1	$4.1M	Buy	59,828 +918	+2%	+$64.8K	0.07%	302
2025 Q4	$3.95M	Buy	58,910 +1,934	+3%	+$128K	0.08%	267
2025 Q3	$3.7M	Buy	56,976 +3,091	+6%	+$193K	0.09%	239
2025 Q2	$3.28M	Sell	53,885 -1,390	-3%	-$80.3K	0.1%	224
2025 Q1	$3.06M	Buy	55,275 +10,305	+23%	+$566K	0.12%	199
2024 Q4	$2.35M	Sell	44,970 -1,389	-3%	-$76K	0.13%	152
2024 Q3	$2.65M	Buy	46,359 +2,620	+6%	+$143K	0.15%	141
2024 Q2	$2.32M	Buy	+43,739	New	+$2.33M	0.16%	142
2021 Q4	–	Sell	-65	Closed	-$3K	–	589
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	1686
2021 Q2	$3K	Buy	+65	New	+$3.73K	﹤0.01%	1797

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

Arkadios Wealth Advisors's ACWX Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.6% in Q2 2026, selling an estimated $114K and leaving 58,292 shares worth $4.44M. The position accounts for 0.07% of the portfolio, ranked #293.

Arkadios Wealth Advisors first reported a position in ACWX in Q2 2021 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Arkadios Wealth Advisors held 58,292 shares of iShares MSCI ACWI ex US ETF worth $4.44M as of Q2 2026.
Arkadios Wealth Advisors sold 1,536 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $114K.
iShares MSCI ACWI ex US ETF made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #293 holding.
Arkadios Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and has held it in 11 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.