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

Financial Council’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 		$29.9M Buy
392,461
+5,205
+1% +$387K 9.69% 2
2026
Q1 		$26.5M Buy
387,256
+176,527
+84% +$12.5M 10.23% 2
2025
Q4 		$14.1M Buy
210,729
+159,189
+309% +$10.5M 5.65% 4
2025
Q3 		$3.35M Sell
51,540
-33
-0.1% -$2.06K 1.49% 17
2025
Q2 		$3.14M Buy
51,573
+197
+0.4% +$11.4K 1.52% 16
2025
Q1 		$2.85M Buy
51,376
+496
+1% +$27.2K 1.54% 16
2024
Q4 		$2.65M Sell
50,880
-25
-0% -$1.37K 1.37% 17
2024
Q3 		$2.91M Sell
50,905
-584
-1% -$31.8K 1.52% 16
2024
Q2 		$2.74M Sell
51,489
-227
-0.4% -$12.1K 1.53% 16
2024
Q1 		$2.76M Sell
51,716
-2,238
-4% -$115K 1.63% 15
2023
Q4 		$2.75M Buy
53,954
+2,114
+4% +$102K 1.85% 16
2023
Q3 		$2.44M Buy
51,840
+2,312
+5% +$113K 1.94% 16
2023
Q2 		$2.44M Buy
49,528
+4,926
+11% +$243K 1.86% 16
2023
Q1 		$2.18M Buy
44,602
+1,715
+4% +$82.6K 1.77% 18
2022
Q4 		$1.95M Buy
+42,887
New +$1.88M 1.22% 22

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

Financial Council's ACWX Position: Q2 2026 in Review

Financial Council increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.3% in Q2 2026, buying an estimated $387K and bringing the position to 392,461 shares worth $29.9M. The position accounts for 9.69% of the portfolio, ranked #2.

Financial Council first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Financial Council held 392,461 shares of iShares MSCI ACWI ex US ETF worth $29.9M as of Q2 2026.
  • Financial Council bought 5,205 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $387K.
  • iShares MSCI ACWI ex US ETF made up 9.69% of Financial Council's portfolio in Q2 2026, its #2 holding.
  • Financial Council first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.