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Comprehensive Financial Planning’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Comprehensive Financial Planning’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 		$44.2K Hold
581
– – 0.02% 182
2026
Q1 		$39.8K Hold
581
– – 0.03% 168
2025
Q4 		$39K Hold
581
– – 0.03% 172
2025
Q3 		$37.8K Hold
581
– – 0.03% 178
2025
Q2 		$35.4K Hold
581
– – 0.03% 170
2025
Q1 		$32.2K Hold
581
– – 0.03% 158
2024
Q4 		$30.3K Buy
+581
New +$31.8K 0.03% 181

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 $8.19B AUM 30.56% 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 22.96% 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

Comprehensive Financial Planning's ACWX Position: Q2 2026 in Review

Comprehensive Financial Planning held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 581 shares worth $44.2K. The position accounts for 0.02% of the portfolio, ranked #182.

Comprehensive Financial Planning first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Comprehensive Financial Planning held 581 shares of iShares MSCI ACWI ex US ETF worth $44.2K as of Q2 2026.
  • Comprehensive Financial Planning left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #182 holding.
  • Comprehensive Financial Planning first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.