Avantax Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$498K	Sell	8,172 -22,069	-73%	-$1.27M	﹤0.01%	1584
2025 Q1	$1.68M	Buy	30,241 +21,728	+255%	+$1.19M	0.01%	841
2024 Q4	$444K	Buy	8,513 +617	+8%	+$33.8K	﹤0.01%	1527
2024 Q3	$452K	Buy	+7,896	New	+$430K	﹤0.01%	1480
2023 Q2	–	Sell	-9,064	Closed	-$442K	–	1506
2023 Q1	$442K	Buy	9,064 +388	+4%	+$18.7K	0.01%	967
2022 Q4	$395K	Buy	8,676 +1,056	+14%	+$46.3K	0.01%	973
2022 Q3	$305K	Buy	7,620 +296	+4%	+$13.2K	﹤0.01%	998
2022 Q2	$330K	Buy	7,324 +113	+2%	+$5.47K	0.01%	969
2022 Q1	$379K	Sell	7,211 -588	-8%	-$31.3K	0.01%	895
2021 Q4	$434K	Buy	7,799 +1,341	+21%	+$75.4K	0.01%	811
2021 Q3	$357K	Buy	6,458 +2,517	+64%	+$143K	0.01%	849
2021 Q2	$226K	Buy	+3,941	New	+$226K	﹤0.01%	1024

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's ACWX Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 73% in Q2 2025, selling an estimated $1.27M and leaving 8,172 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Avantax Advisory Services first reported a position in ACWX in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.68M in Q1 2025. 533 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

Avantax Advisory Services held 8,172 shares of iShares MSCI ACWI ex US ETF worth $498K as of Q2 2025.
Avantax Advisory Services sold 22,069 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $1.27M.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1584 holding.
Avantax Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and has held it in 12 quarters since.
Avantax Advisory Services's iShares MSCI ACWI ex US ETF position peaked at $1.68M in Q1 2025.
533 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.