DWM
ACWX icon

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

Diversify 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
2026
Q2 		$2.47M Sell
33,132
-163,042
-83% -$12.1M 0.04% 342
2026
Q1 		$14.1M Buy
196,174
+176,396
+892% +$12.4M 0.25% 77
2025
Q4 		$1.37M Buy
19,778
+230
+1% +$15.2K 0.06% 266
2025
Q3 		$1.3M Hold
19,548
– – 0.08% 240
2025
Q2 		$1.22M Sell
19,548
-475
-2% -$27.4K 0.08% 246
2025
Q1 		$1.14M Sell
20,023
-2,803
-12% -$154K 0.08% 225
2024
Q4 		$1.18M Buy
+22,826
New +$1.25M 0.09% 197

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

Diversify Wealth Management's ACWX Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 83% in Q2 2026, selling an estimated $12.1M and leaving 33,132 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #342.

Diversify Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.1M in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Diversify Wealth Management held 33,132 shares of iShares MSCI ACWI ex US ETF worth $2.47M as of Q2 2026.
  • Diversify Wealth Management sold 163,042 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $12.1M.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #342 holding.
  • Diversify Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $14.1M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.