Congress Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Congress Wealth Management’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	$1.35M	Buy	+22,083	New	+$1.28M	0.01%	634

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's ACWX Position: Q2 2025 in Review

Congress Wealth Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025: 22,083 shares worth $1.35M. The stake represents 0.01% of the portfolio and ranks #634 among its holdings.

535 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

Congress Wealth Management held 22,083 shares of iShares MSCI ACWI ex US ETF worth $1.35M as of Q2 2025.
iShares MSCI ACWI ex US ETF was a new Congress Wealth Management position in Q2 2025.
iShares MSCI ACWI ex US ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #634 holding.
535 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.