Consilio Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Consilio Wealth Advisors’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	$1.69M	Buy	22,149 +243	+1%	+$18.1K	0.4%	33
2026 Q1	$1.5M	Hold	21,906	–	–	0.44%	31
2025 Q4	$1.47M	Buy	21,906 +342	+2%	+$22.7K	0.43%	29
2025 Q3	$1.4M	Hold	21,564	–	–	0.46%	27
2025 Q2	$1.31M	Buy	+21,564	New	+$1.25M	0.47%	25
2022 Q1	–	Sell	-215,421	Closed	-$12M	–	38
2021 Q4	$12M	Buy	+215,421	New	+$12.1M	9.29%	4

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

Consilio Wealth Advisors's ACWX Position: Q2 2026 in Review

Consilio Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $18.1K and bringing the position to 22,149 shares worth $1.69M. The position accounts for 0.4% of the portfolio, ranked #33.

Consilio Wealth Advisors first reported a position in ACWX in Q4 2021 and has held it in 6 quarters since. The position peaked at $12M in Q4 2021. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Consilio Wealth Advisors held 22,149 shares of iShares MSCI ACWI ex US ETF worth $1.69M as of Q2 2026.
Consilio Wealth Advisors bought 243 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $18.1K.
iShares MSCI ACWI ex US ETF made up 0.4% of Consilio Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Consilio Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 6 quarters since.
Consilio Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $12M in Q4 2021.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.