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

Fortis Capital 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
2026 Q2	$1.78M	Sell	23,352 -7,693	-25%	-$572K	0.2%	90
2026 Q1	$2.13M	Sell	31,045 -7,045	-18%	-$497K	0.28%	57
2025 Q4	$2.56M	Buy	38,090 +4,868	+15%	+$323K	0.38%	39
2025 Q3	$2.16M	Sell	33,222 -12,368	-27%	-$773K	0.34%	44
2025 Q2	$2.78M	Buy	45,590 +2,649	+6%	+$153K	0.5%	34
2025 Q1	$2.38M	Buy	+42,941	New	+$2.36M	0.48%	30
2023 Q2	–	Sell	-272	Closed	-$13.3K	–	115
2023 Q1	$13.3K	Hold	272	–	–	0.01%	438
2022 Q4	$12.4K	Buy	+272	New	+$11.9K	0.01%	457

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

Fortis Capital Advisors's ACWX Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 25% in Q2 2026, selling an estimated $572K and leaving 23,352 shares worth $1.78M. The position accounts for 0.2% of the portfolio, ranked #90.

Fortis Capital Advisors first reported a position in ACWX in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.78M in Q2 2025. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Fortis Capital Advisors held 23,352 shares of iShares MSCI ACWI ex US ETF worth $1.78M as of Q2 2026.
Fortis Capital Advisors sold 7,693 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $572K.
iShares MSCI ACWI ex US ETF made up 0.2% of Fortis Capital Advisors's portfolio in Q2 2026, its #90 holding.
Fortis Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $2.78M in Q2 2025.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.