FSC Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

FSC Wealth 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
2025 Q1	–	Sell	-3,406	Closed	-$178K	–	261
2024 Q4	$178K	Buy	+3,406	New	+$186K	0.11%	66
2024 Q1	–	Sell	-7,510	Closed	-$383K	–	255
2023 Q4	$383K	Buy	+7,510	New	+$361K	0.28%	37
2023 Q1	–	Sell	-9,401	Closed	-$428K	–	172
2022 Q4	$428K	Buy	+9,401	New	+$412K	0.73%	8

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FSC Wealth Advisors's ACWX Position: Q1 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2025, closing a stake of 3,406 shares — an estimated $178K sold.

FSC Wealth Advisors first reported a position in ACWX in Q4 2022 and held it in 3 quarters. The position peaked at $428K in Q4 2022. 497 funds tracked by Wall St. Rank hold ACWX as of Q1 2025.

FSC Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2025 after selling out during the quarter.
FSC Wealth Advisors sold 3,406 iShares MSCI ACWI ex US ETF shares in Q1 2025, an estimated $178K.
FSC Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 3 quarters.
FSC Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $428K in Q4 2022.
497 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.