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Caliber Wealth Management (Kansas)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Caliber Wealth Management (Kansas)’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 		$761K Buy
10,000
+2,531
+34% +$188K 0.07% 154
2026
Q1 		$511K Buy
+7,469
New +$527K 0.06% 170

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s ACWX Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 34% in Q2 2026, buying an estimated $188K and bringing the position to 10,000 shares worth $761K. The position accounts for 0.07% of the portfolio, ranked #154.

Caliber Wealth Management (Kansas) first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 10,000 shares of iShares MSCI ACWI ex US ETF worth $761K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2,531 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $188K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #154 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.