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

Financial Services Advisory’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	$15.6M	Buy	205,056 +7,657	+4%	+$570K	3.91%	7
2026 Q1	$13.5M	Sell	197,399 -217,125	-52%	-$15.3M	6.43%	3
2025 Q4	$27.8M	Buy	414,524 +171,139	+70%	+$11.3M	10%	2
2025 Q3	$15.8M	Sell	243,385 -1,343	-0.5%	-$84K	6.1%	6
2025 Q2	$14.9M	Buy	244,728 +231,571	+1,760%	+$13.4M	7.2%	5
2025 Q1	$730K	Buy	+13,157	New	+$722K	0.28%	39
2023 Q4	–	Sell	-147,495	Closed	-$6.93M	–	56
2023 Q3	$6.93M	Sell	147,495 -265,354	-64%	-$13M	3.39%	12
2023 Q2	$20.3M	Buy	412,849 +121,331	+42%	+$5.97M	8.4%	4
2023 Q1	$14.2M	Buy	+291,518	New	+$14M	9.32%	5

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

Financial Services Advisory's ACWX Position: Q2 2026 in Review

Financial Services Advisory increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.9% in Q2 2026, buying an estimated $570K and bringing the position to 205,056 shares worth $15.6M. The position accounts for 3.91% of the portfolio, ranked #7.

Financial Services Advisory first reported a position in ACWX in Q1 2023 and has held it in 9 quarters since. The position peaked at $27.8M in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Financial Services Advisory held 205,056 shares of iShares MSCI ACWI ex US ETF worth $15.6M as of Q2 2026.
Financial Services Advisory bought 7,657 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $570K.
iShares MSCI ACWI ex US ETF made up 3.91% of Financial Services Advisory's portfolio in Q2 2026, its #7 holding.
Financial Services Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 9 quarters since.
Financial Services Advisory's iShares MSCI ACWI ex US ETF position peaked at $27.8M in Q4 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.