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Capital Investment Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Capital Investment Advisory Services’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 		$2.21K Buy
+29
New +$2.16K ﹤0.01% 1264
2025
Q2 		– Sell
-44
Closed -$2.44K – 1055
2025
Q1 		$2.44K Buy
44
+22
+100% +$1.21K ﹤0.01% 954
2024
Q4 		$1.15K Sell
22
-373
-94% -$20.4K ﹤0.01% 909
2024
Q3 		$22.6K Hold
395
– – ﹤0.01% 781
2024
Q2 		$21K Hold
395
– – ﹤0.01% 766
2024
Q1 		$21.1K Buy
+395
New +$20.3K ﹤0.01% 754

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capital Investment Advisory Services's ACWX Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 29 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #1264 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in ACWX as recently as Q1 2025.

Capital Investment Advisory Services first reported a position in ACWX in Q1 2024 and has held it in 6 quarters since. The position peaked at $22.6K in Q3 2024. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Capital Investment Advisory Services held 29 shares of iShares MSCI ACWI ex US ETF worth $2.21K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Capital Investment Advisory Services position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1264 holding.
  • Capital Investment Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and has held it in 6 quarters since.
  • Capital Investment Advisory Services's iShares MSCI ACWI ex US ETF position peaked at $22.6K in Q3 2024.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.