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

David 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 		$840K Hold
13,779
– – 0.63% 20
2025
Q1 		$764K Hold
13,779
– – 0.64% 19
2024
Q4 		$719K Buy
+13,779
New +$754K 0.59% 20

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
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
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

David Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2025 at 13,779 shares worth $840K. The position accounts for 0.63% of the portfolio, ranked #20.

David Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • David Wealth Management held 13,779 shares of iShares MSCI ACWI ex US ETF worth $840K as of Q2 2025.
  • David Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2025.
  • iShares MSCI ACWI ex US ETF made up 0.63% of David Wealth Management's portfolio in Q2 2025, its #20 holding.
  • David Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.