Bragg Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bragg Financial Advisors’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	$605K	Hold	7,943	–	–	0.02%	273
2026 Q1	$544K	Hold	7,943	–	–	0.02%	268
2025 Q4	$533K	Hold	7,943	–	–	0.02%	264
2025 Q3	$516K	Hold	7,943	–	–	0.02%	259
2025 Q2	$484K	Sell	7,943 -874	-10%	-$50.5K	0.02%	268
2025 Q1	$489K	Sell	8,817 -292	-3%	-$16K	0.02%	258
2024 Q4	$475K	Buy	9,109 +3,850	+73%	+$211K	0.02%	262
2024 Q3	$301K	Hold	5,259	–	–	0.01%	285
2024 Q2	$279K	Hold	5,259	–	–	0.01%	290
2024 Q1	$281K	Hold	5,259	–	–	0.01%	288
2023 Q4	$268K	Buy	5,259 +596	+13%	+$28.7K	0.01%	292
2023 Q3	$219K	Hold	4,663	–	–	0.01%	303
2023 Q2	$230K	Sell	4,663 -327	-7%	-$16.1K	0.01%	307
2023 Q1	$243K	Hold	4,990	–	–	0.01%	294
2022 Q4	$227K	Buy	+4,990	New	+$219K	0.01%	299

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

Bragg Financial Advisors's ACWX Position: Q2 2026 in Review

Bragg Financial Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 7,943 shares worth $605K. The position accounts for 0.02% of the portfolio, ranked #273.

Bragg Financial Advisors first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Bragg Financial Advisors held 7,943 shares of iShares MSCI ACWI ex US ETF worth $605K as of Q2 2026.
Bragg Financial Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #273 holding.
Bragg Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.