Financial Advocates Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-52,105	Closed	-$2.89M	–	630
2025 Q1	$2.89M	Buy	52,105 +11,085	+27%	+$609K	0.2%	119
2024 Q4	$2.14M	Buy	41,020 +16,820	+70%	+$920K	0.12%	169
2024 Q3	$1.38M	Buy	24,200 +12,450	+106%	+$678K	0.08%	243
2024 Q2	$624K	Buy	+11,750	New	+$627K	0.04%	382
2020 Q1	–	Sell	-4,432	Closed	-$218K	–	479
2019 Q4	$218K	Buy	+4,432	New	+$211K	0.02%	468

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's ACWX Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 52,105 shares — an estimated $2.89M sold.

Financial Advocates Investment Management first reported a position in ACWX in Q4 2019 and held it in 5 quarters. The position peaked at $2.89M in Q1 2025. 533 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 52,105 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $2.89M.
Financial Advocates Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and held it in 5 quarters.
Financial Advocates Investment Management's iShares MSCI ACWI ex US ETF position peaked at $2.89M in Q1 2025.
533 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.