AWE
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Avidian Wealth Enterprises’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Avidian Wealth Enterprises’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 		$687K Sell
9,089
-17,416
-66% -$1.33M 0.02% 411
2026
Q2 		$2.02M Buy
26,505
+3,576
+16% +$266K 0.06% 205
2026
Q1 		$1.57M Buy
+22,929
New +$1.62M 0.05% 230
2023
Q2 		– Sell
-7,741
Closed -$378K – 413
2023
Q1 		$378K Sell
7,741
-243
-3% -$11.7K 0.02% 345
2022
Q4 		$363K Buy
7,984
+237
+3% +$10.4K 0.02% 327
2022
Q3 		$310K Buy
7,747
+3,263
+73% +$145K 0.02% 315
2022
Q2 		$202K Buy
4,484
+423
+10% +$20.5K 0.01% 419
2022
Q1 		$212K Buy
4,061
+95
+2% +$5.06K 0.01% 455
2021
Q4 		$221K Buy
3,966
+319
+9% +$17.9K 0.01% 474
2021
Q3 		$202K Buy
+3,647
New +$208K 0.02% 352

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Avidian Wealth Enterprises's ACWX Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 66% in Q3 2026, selling an estimated $1.33M and leaving 9,089 shares worth $687K. The position accounts for 0.02% of the portfolio, ranked #411.

Avidian Wealth Enterprises first reported a position in ACWX in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.02M in Q2 2026. 44 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Avidian Wealth Enterprises held 9,089 shares of iShares MSCI ACWI ex US ETF worth $687K as of Q3 2026.
  • Avidian Wealth Enterprises sold 17,416 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.33M.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #411 holding.
  • Avidian Wealth Enterprises first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 10 quarters since.
  • Avidian Wealth Enterprises's iShares MSCI ACWI ex US ETF position peaked at $2.02M in Q2 2026.
  • 44 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.