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

Bullock 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
2025
Q3 		– Sell
-180
Closed -$11K – 623
2025
Q2 		$11K Hold
180
– – 0.01% 385
2025
Q1 		$10K Hold
180
– – 0.01% 377
2024
Q4 		$9.39K Hold
180
– – 0.01% 398
2024
Q3 		$10.3K Buy
+180
New +$9.81K 0.01% 368

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bullock Wealth Management's ACWX Position: Q3 2025 in Review

Bullock Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q3 2025, closing a stake of 180 shares — an estimated $11K sold.

Bullock Wealth Management first reported a position in ACWX in Q3 2024 and held it in 4 quarters. The position peaked at $11K in Q2 2025. 550 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

  • Bullock Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 180 iShares MSCI ACWI ex US ETF shares in Q3 2025, an estimated $11K.
  • Bullock Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and held it in 4 quarters.
  • Bullock Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $11K in Q2 2025.
  • 550 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.