Diversify Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Diversify Advisory Services’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	$2.47M	Buy	+33,132	New	+$2.47M	0.04%	342
2026 Q1	–	Sell	-13,916	Closed	-$973K	–	215
2025 Q4	$973K	Buy	13,916 +5,355	+63%	+$355K	0.03%	409
2025 Q3	$569K	Buy	8,561 +143	+2%	+$8.94K	0.02%	525
2025 Q2	$526K	Sell	8,418 -9,400	-53%	-$543K	0.02%	517
2025 Q1	$1.01M	Buy	17,818 +3,338	+23%	+$183K	0.06%	215
2024 Q4	$747K	Sell	14,480 -25,470	-64%	-$1.39M	0.04%	282
2024 Q3	$2.22M	Sell	39,950 -6,909	-15%	-$376K	0.12%	154
2024 Q2	$2.53M	Buy	46,859 +114	+0.2%	+$6.08K	0.14%	130
2024 Q1	$2.5M	Buy	+46,745	New	+$2.4M	0.15%	139

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

Diversify Advisory Services's ACWX Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 33,132 shares worth $2.47M. The stake represents 0.04% of the portfolio and ranks #342 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in ACWX as recently as Q4 2025.

Diversify Advisory Services first reported a position in ACWX in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q2 2024. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Diversify Advisory Services held 33,132 shares of iShares MSCI ACWI ex US ETF worth $2.47M as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Diversify Advisory Services position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #342 holding.
Diversify Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's iShares MSCI ACWI ex US ETF position peaked at $2.53M in Q2 2024.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.