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

EPG 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	$8.9K	Hold	117	–	–	﹤0.01%	284
2026 Q1	$8.01K	Hold	117	–	–	﹤0.01%	290
2025 Q4	$7.85K	Hold	117	–	–	﹤0.01%	284
2025 Q3	$7.61K	Hold	117	–	–	﹤0.01%	286
2025 Q2	$7.13K	Hold	117	–	–	﹤0.01%	281
2025 Q1	$6.49K	Hold	117	–	–	﹤0.01%	383
2024 Q4	$6.1K	Hold	117	–	–	﹤0.01%	392
2024 Q3	$6.7K	Buy	+117	New	+$6.37K	﹤0.01%	384
2024 Q2	–	Sell	-117	Closed	-$6.24K	–	410
2024 Q1	$6.25K	Hold	117	–	–	﹤0.01%	404
2023 Q4	$5.85K	Hold	117	–	–	﹤0.01%	392
2023 Q3	$5.5K	Hold	117	–	–	﹤0.01%	386
2023 Q2	$5.76K	Hold	117	–	–	﹤0.01%	378
2023 Q1	$5.71K	Hold	117	–	–	﹤0.01%	384
2022 Q4	$5.32K	Hold	117	–	–	﹤0.01%	351
2022 Q3	$5K	Buy	+117	New	+$5.21K	﹤0.01%	354

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

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

EPG Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 117 shares worth $8.9K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

EPG Wealth Management first reported a position in ACWX in Q3 2022 and has held it in 15 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

EPG Wealth Management held 117 shares of iShares MSCI ACWI ex US ETF worth $8.9K as of Q2 2026.
EPG Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #284 holding.
EPG Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 15 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.