FSA
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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
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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return