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 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

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

Avidian Wealth Enterprises's ACWX Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 16% in Q2 2026, buying an estimated $266K and bringing the position to 26,505 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #205.

Avidian Wealth Enterprises first reported a position in ACWX in Q3 2021 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Avidian Wealth Enterprises held 26,505 shares of iShares MSCI ACWI ex US ETF worth $2.02M as of Q2 2026.
Avidian Wealth Enterprises bought 3,576 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $266K.
iShares MSCI ACWI ex US ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #205 holding.
Avidian Wealth Enterprises first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 9 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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