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Forum Finance Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Forum Finance Group’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 		$97K Buy
+1,584
New +$118K 0.03% 189

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

Forum Finance Group's ACWX Position: Q2 2026 in Review

Forum Finance Group opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 1,584 shares worth $97K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings.

741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Forum Finance Group held 1,584 shares of iShares MSCI ACWI ex US ETF worth $97K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Forum Finance Group position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #189 holding.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.