BFC Planning, Inc.’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BFC Planning, Inc.’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	$509K	Sell	6,691 -3,069	-31%	-$228K	0.02%	604
2026 Q1	$668K	Buy	9,760 +7,728	+380%	+$545K	0.03%	476
2025 Q4	$136K	Sell	2,032 -15	-0.7%	-$994	0.01%	1017
2025 Q3	$133K	Sell	2,047 -182	-8%	-$11.4K	0.01%	817
2025 Q2	$136K	Sell	2,229 -1,196	-35%	-$69.1K	0.01%	767
2025 Q1	$190K	Buy	3,425 +102	+3%	+$5.6K	0.02%	629
2024 Q4	$173K	Buy	+3,323	New	+$182K	0.01%	665

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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BFC Planning, Inc.'s ACWX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 31% in Q2 2026, selling an estimated $228K and leaving 6,691 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #604.

BFC Planning, Inc. first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $668K in Q1 2026. 748 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

BFC Planning, Inc. held 6,691 shares of iShares MSCI ACWI ex US ETF worth $509K as of Q2 2026.
BFC Planning, Inc. sold 3,069 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $228K.
iShares MSCI ACWI ex US ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #604 holding.
BFC Planning, Inc. first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares MSCI ACWI ex US ETF position peaked at $668K in Q1 2026.
748 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.