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 Q2	$1.65M	Buy	+21,740	New	+$1.62M	0.03%	426
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	–	847
2024 Q4	$228K	Buy	+4,376	New	+$239K	0.01%	769
2024 Q1	–	Sell	-5,853	Closed	-$299K	–	867
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 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

Axxcess Wealth Management's ACWX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 21,740 shares worth $1.65M. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ACWX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ACWX in Q4 2022 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Axxcess Wealth Management held 21,740 shares of iShares MSCI ACWI ex US ETF worth $1.65M as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #426 holding.
Axxcess Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 5 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.