Certuity’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Certuity’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	$4.2M	Buy	55,225 +587	+1%	+$43.7K	0.21%	63
2026 Q1	$3.74M	Hold	54,638	–	–	0.25%	70
2025 Q4	$3.67M	Buy	54,638 +2,468	+5%	+$164K	0.23%	67
2025 Q3	$3.39M	Hold	52,170	–	–	0.23%	69
2025 Q2	$3.18M	Buy	52,170 +733	+1%	+$42.3K	0.3%	60
2025 Q1	$2.85M	Hold	51,437	–	–	0.3%	61
2024 Q4	$2.68M	Buy	51,437 +745	+1%	+$40.8K	0.29%	61
2024 Q3	$2.9M	Hold	50,692	–	–	0.31%	64
2024 Q2	$2.69M	Buy	50,692 +744	+1%	+$39.7K	0.21%	60
2024 Q1	$2.67M	Hold	49,948	–	–	0.23%	59
2023 Q4	$2.55M	Buy	49,948 +697	+1%	+$33.5K	0.26%	58
2023 Q3	$2.32M	Hold	49,251	–	–	0.27%	57
2023 Q2	$2.42M	Buy	49,251 +791	+2%	+$39K	0.28%	55
2023 Q1	$2.36M	Hold	48,460	–	–	0.35%	44
2022 Q4	$2.2M	Buy	48,460 +402	+0.8%	+$17.6K	0.35%	43
2022 Q3	$1.92M	Buy	+48,058	New	+$2.14M	0.45%	33

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

Certuity's ACWX Position: Q2 2026 in Review

Certuity increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $43.7K and bringing the position to 55,225 shares worth $4.2M. The position accounts for 0.21% of the portfolio, ranked #63.

Certuity first reported a position in ACWX in Q3 2022 and has held it in 16 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Certuity held 55,225 shares of iShares MSCI ACWI ex US ETF worth $4.2M as of Q2 2026.
Certuity bought 587 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $43.7K.
iShares MSCI ACWI ex US ETF made up 0.21% of Certuity's portfolio in Q2 2026, its #63 holding.
Certuity first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 16 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.