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

Encompass 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	$1.37M	Hold	18,012	–	–	0.42%	38
2026 Q1	$1.23M	Hold	18,012	–	–	0.43%	37
2025 Q4	$1.21M	Hold	18,012	–	–	0.41%	37
2025 Q3	$1.17M	Hold	18,012	–	–	0.4%	38
2025 Q2	$1.1M	Hold	18,012	–	–	0.4%	38
2025 Q1	$999K	Hold	18,012	–	–	0.41%	39
2024 Q4	$940K	Hold	18,012	–	–	0.38%	40
2024 Q3	$1.03M	Hold	18,012	–	–	0.26%	81
2024 Q2	$957K	Hold	18,012	–	–	0.25%	79
2024 Q1	$962K	Hold	18,012	–	–	0.26%	84
2023 Q4	$919K	Hold	18,012	–	–	0.28%	71
2023 Q3	$847K	Hold	18,012	–	–	0.28%	72
2023 Q2	$887K	Hold	18,012	–	–	0.29%	68
2023 Q1	$878K	Buy	18,012 +4,727	+36%	+$228K	0.3%	65
2022 Q4	$604K	Hold	13,285	–	–	0.22%	85
2022 Q3	$532K	Hold	13,285	–	–	0.2%	95
2022 Q2	$598K	Buy	+13,285	New	+$643K	0.21%	88

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

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

Encompass Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 18,012 shares worth $1.37M. The position accounts for 0.42% of the portfolio, ranked #38.

Encompass Wealth Advisors first reported a position in ACWX in Q2 2022 and has held it in 17 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Encompass Wealth Advisors held 18,012 shares of iShares MSCI ACWI ex US ETF worth $1.37M as of Q2 2026.
Encompass Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.42% of Encompass Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Encompass Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 17 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.