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Founders Financial Alliance’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Founders Financial Alliance’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 		$644K Buy
8,455
+3,853
+84% +$287K 0.09% 210
2026
Q1 		$315K Buy
4,602
+3,417
+288% +$241K 0.06% 287
2025
Q4 		$79.6K Buy
1,185
+18
+2% +$1.19K 0.02% 406
2025
Q3 		$75.9K Hold
1,167
– – 0.01% 462
2025
Q2 		$71.1K Buy
1,167
+17
+1% +$982 0.02% 369
2025
Q1 		$63.8K Hold
1,150
– – 0.02% 420
2024
Q4 		$60K Buy
1,150
+16
+1% +$875 0.02% 368
2024
Q3 		$64.9K Sell
1,134
-88
-7% -$4.79K 0.02% 372
2024
Q2 		$64.9K Buy
1,222
+18
+1% +$960 0.02% 354
2024
Q1 		$64.3K Hold
1,204
– – 0.02% 359
2023
Q4 		$61.5K Buy
1,204
+17
+1% +$818 0.02% 324
2023
Q3 		$55.8K Sell
1,187
-110
-8% -$5.38K 0.02% 311
2023
Q2 		$63.9K Buy
1,297
+20
+2% +$985 0.03% 325
2023
Q1 		$62.3K Hold
1,277
– – 0.03% 286
2022
Q4 		$58.1K Buy
1,277
+11
+0.9% +$482 0.03% 308
2022
Q3 		$51K Hold
1,266
– – 0.03% 313
2022
Q2 		$57K Buy
1,266
+23
+2% +$1.11K 0.03% 318
2022
Q1 		$65K Buy
1,243
+103
+9% +$5.49K 0.03% 298
2021
Q4 		$63K Buy
1,140
+17
+2% +$956 0.03% 340
2021
Q3 		$62K Buy
1,123
+1
+0.1% +$57 0.03% 311
2021
Q2 		$65K Buy
1,122
+11
+1% +$632 0.03% 326
2021
Q1 		$61K Sell
1,111
-565
-34% -$31.2K 0.03% 315
2020
Q4 		$89K Buy
1,676
+107
+7% +$5.31K 0.05% 254
2020
Q3 		$73K Buy
+1,569
New +$72.3K 0.04% 317

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

Founders Financial Alliance's ACWX Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 84% in Q2 2026, buying an estimated $287K and bringing the position to 8,455 shares worth $644K. The position accounts for 0.09% of the portfolio, ranked #210.

Founders Financial Alliance first reported a position in ACWX in Q3 2020 and has held it in 24 quarters since. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Founders Financial Alliance held 8,455 shares of iShares MSCI ACWI ex US ETF worth $644K as of Q2 2026.
  • Founders Financial Alliance bought 3,853 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $287K.
  • iShares MSCI ACWI ex US ETF made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #210 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and has held it in 24 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.