AWM
ACWX icon

Axxcess Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-22,010
Closed -$1.48M – 382
2025
Q4 		$1.48M Buy
+22,010
New +$1.46M 0.03% 431
2025
Q1 		– Sell
-4,376
Closed -$228K – 848
2024
Q4 		$228K Buy
+4,376
New +$239K 0.01% 769
2024
Q1 		– Sell
-5,853
Closed -$299K – 868
2023
Q4 		$299K Buy
+5,853
New +$282K 0.01% 646
2023
Q1 		– Sell
-12,469
Closed -$567K – 636
2022
Q4 		$567K Buy
+12,469
New +$547K 0.05% 335

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return