Freedom Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Freedom Investment 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	$248K	Buy	+3,254	New	+$242K	0.07%	92
2025 Q3	–	Sell	-13,038	Closed	-$795K	–	147
2025 Q2	$795K	Sell	13,038 -539	-4%	-$31.1K	0.06%	306
2025 Q1	$753K	Buy	13,577 +6,993	+106%	+$384K	0.06%	312
2024 Q4	$343K	Sell	6,584 -518	-7%	-$28.3K	0.03%	547
2024 Q3	$406K	Buy	7,102 +1,022	+17%	+$55.7K	0.03%	497
2024 Q2	$323K	Buy	+6,080	New	+$324K	0.03%	568
2023 Q2	–	Sell	-4,275	Closed	-$208K	–	699
2023 Q1	$208K	Buy	+4,275	New	+$206K	0.02%	647

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

Freedom Investment Management's ACWX Position: Q2 2026 in Review

Freedom Investment Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 3,254 shares worth $248K. The stake represents 0.07% of the portfolio and ranks #92 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in ACWX as recently as Q2 2025.

Freedom Investment Management first reported a position in ACWX in Q1 2023 and has held it in 7 quarters since. The position peaked at $795K in Q2 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Freedom Investment Management held 3,254 shares of iShares MSCI ACWI ex US ETF worth $248K as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Freedom Investment Management position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.07% of Freedom Investment Management's portfolio in Q2 2026, its #92 holding.
Freedom Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 7 quarters since.
Freedom Investment Management's iShares MSCI ACWI ex US ETF position peaked at $795K in Q2 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.