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

Forum Financial Management’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	$436K	Hold	5,724	–	–	0.01%	227
2026 Q1	$392K	Hold	5,724	–	–	0.01%	226
2025 Q4	$384K	Hold	5,724	–	–	0.01%	619
2025 Q3	$372K	Hold	5,724	–	–	0.01%	612
2025 Q2	$349K	Hold	5,724	–	–	0.01%	578
2025 Q1	$317K	Hold	5,724	–	–	0.01%	567
2024 Q4	$299K	Hold	5,724	–	–	﹤0.01%	619
2024 Q3	$328K	Hold	5,724	–	–	0.01%	475
2024 Q2	$304K	Hold	5,724	–	–	0.01%	473
2024 Q1	$306K	Hold	5,724	–	–	0.01%	497
2023 Q4	$292K	Hold	5,724	–	–	0.01%	466
2023 Q3	$269K	Hold	5,724	–	–	0.01%	456
2023 Q2	$282K	Buy	+5,724	New	+$282K	0.01%	459

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

Forum Financial Management's ACWX Position: Q2 2026 in Review

Forum Financial Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 5,724 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #227.

Forum Financial Management first reported a position in ACWX in Q2 2023 and has held it in 13 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Forum Financial Management held 5,724 shares of iShares MSCI ACWI ex US ETF worth $436K as of Q2 2026.
Forum Financial Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #227 holding.
Forum Financial Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 13 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.