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

Financial 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
2025
Q3 		$573K Hold
8,810
– – 0.1% 45
2025
Q2 		$537K Hold
8,810
– – 0.1% 44
2025
Q1 		$489K Hold
8,810
– – 0.1% 46
2024
Q4 		$460K Hold
8,810
– – 0.09% 47
2024
Q3 		$504K Hold
8,810
– – 0.1% 46
2024
Q2 		$468K Sell
8,810
-1,500
-15% -$80K 0.1% 44
2024
Q1 		$550K Hold
10,310
– – 0.11% 40
2023
Q4 		$526K Hold
10,310
– – 0.12% 35
2023
Q3 		$485K Hold
10,310
– – 0.12% 38
2023
Q2 		$507K Hold
10,310
– – 0.12% 39
2023
Q1 		$503K Buy
+10,310
New +$497K 0.13% 37
2022
Q4 		– Sell
-12,471
Closed -$495K – 80
2022
Q3 		$495K Hold
12,471
– – 0.17% 34
2022
Q2 		$561K Hold
12,471
– – 0.2% 34
2022
Q1 		$652K Sell
12,471
-500
-4% -$26.6K 0.2% 34
2021
Q4 		$721K Hold
12,971
– – 0.22% 33
2021
Q3 		$719K Hold
12,971
– – 0.24% 31
2021
Q2 		$746K Buy
12,971
+3,955
+44% +$227K 0.26% 28
2021
Q1 		$498K Hold
9,016
– – 0.2% 37
2020
Q4 		$478K Hold
9,016
– – 0.21% 37
2020
Q3 		$415K Hold
9,016
– – 0.22% 40
2020
Q2 		$390K Sell
9,016
-161
-2% -$6.58K 0.22% 38
2020
Q1 		$346K Buy
9,177
+4,526
+97% +$203K 0.23% 41
2019
Q4 		$228K Sell
4,651
-378
-8% -$18K 0.13% 58
2019
Q3 		$232K Sell
5,029
-1,199
-19% -$54.9K 0.14% 56
2019
Q2 		$291K Sell
6,228
-1,888
-23% -$87.7K 0.19% 48
2019
Q1 		$376K Sell
8,116
-525
-6% -$23.6K 0.26% 38
2018
Q4 		$363K Buy
+8,641
New +$381K 0.3% 35

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advisors's ACWX Position: Q3 2025 in Review

Financial Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2025 at 8,810 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #45.

Financial Advisors first reported a position in ACWX in Q4 2018 and has held it in 27 quarters since. The position peaked at $746K in Q2 2021. 549 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

  • Financial Advisors held 8,810 shares of iShares MSCI ACWI ex US ETF worth $573K as of Q3 2025.
  • Financial Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2025.
  • iShares MSCI ACWI ex US ETF made up 0.1% of Financial Advisors's portfolio in Q3 2025, its #45 holding.
  • Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 27 quarters since.
  • Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $746K in Q2 2021.
  • 549 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.