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Avestar Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Avestar Capital’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 		$597K Buy
7,838
+191
+2% +$14.2K 0.03% 340
2026
Q1 		$524K Sell
7,647
-91
-1% -$6.42K 0.03% 345
2025
Q4 		$519K Sell
7,738
-49
-0.6% -$3.25K 0.03% 332
2025
Q3 		$506K Sell
7,787
-775
-9% -$48.5K 0.03% 337
2025
Q2 		$522K Buy
8,562
+216
+3% +$12.5K 0.04% 321
2025
Q1 		$463K Sell
8,346
-5,943
-42% -$326K 0.04% 300
2024
Q4 		$745K Sell
14,289
-189
-1% -$10.3K 0.06% 222
2024
Q3 		$828K Buy
14,478
+1,107
+8% +$60.3K 0.09% 181
2024
Q2 		$710K Buy
13,371
+544
+4% +$29K 0.07% 194
2024
Q1 		$685K Sell
12,827
-910
-7% -$46.7K 0.07% 193
2023
Q4 		$701K Buy
13,737
+87
+0.6% +$4.19K 0.08% 159
2023
Q3 		$642K Buy
13,650
+283
+2% +$13.8K 0.09% 141
2023
Q2 		$658K Buy
13,367
+196
+1% +$9.65K 0.11% 118
2023
Q1 		$642K Sell
13,171
-89,027
-87% -$4.29M 0.11% 118
2022
Q4 		$4.65M Buy
+102,198
New +$4.48M 0.84% 33

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Avestar Capital's ACWX Position: Q2 2026 in Review

Avestar Capital increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.5% in Q2 2026, buying an estimated $14.2K and bringing the position to 7,838 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #340.

Avestar Capital first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.65M in Q4 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Avestar Capital held 7,838 shares of iShares MSCI ACWI ex US ETF worth $597K as of Q2 2026.
  • Avestar Capital bought 191 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $14.2K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #340 holding.
  • Avestar Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
  • Avestar Capital's iShares MSCI ACWI ex US ETF position peaked at $4.65M in Q4 2022.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.