CWC
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Carolinas Wealth Consulting’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-189
Closed -$10.5K – 11
2025
Q1 		$10.5K Buy
+189
New +$10.4K ﹤0.01% 528

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carolinas Wealth Consulting's ACWX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 189 shares — an estimated $10.5K sold.

Carolinas Wealth Consulting first reported a position in ACWX in Q1 2025 and held it in 1 quarter. The position peaked at $10.5K in Q1 2025. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 189 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $10.5K.
  • Carolinas Wealth Consulting first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's iShares MSCI ACWI ex US ETF position peaked at $10.5K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.