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Farther Finance Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Farther Finance 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 		$5.2M Buy
68,340
+29,263
+75% +$2.18M 0.04% 396
2026
Q1 		$2.71M Buy
39,077
+26,110
+201% +$1.84M 0.03% 528
2025
Q4 		$870K Sell
12,967
-1,677
-11% -$111K 0.01% 966
2025
Q3 		$952K Buy
14,644
+11,167
+321% +$698K 0.01% 749
2025
Q2 		$212K Buy
3,477
+3,365
+3,004% +$194K ﹤0.01% 1360
2025
Q1 		$6.23K Buy
112
+89
+387% +$4.89K ﹤0.01% 2955
2024
Q4 		$1.2K Buy
+23
New +$1.26K ﹤0.01% 3187

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

Farther Finance Advisors's ACWX Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 75% in Q2 2026, buying an estimated $2.18M and bringing the position to 68,340 shares worth $5.2M. The position accounts for 0.04% of the portfolio, ranked #396.

Farther Finance Advisors first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Farther Finance Advisors held 68,340 shares of iShares MSCI ACWI ex US ETF worth $5.2M as of Q2 2026.
  • Farther Finance Advisors bought 29,263 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.18M.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Farther Finance Advisors's portfolio in Q2 2026, its #396 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.