GWP
ACWX icon

Gen-Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Gen-Wealth Partners’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 		$6.55M Buy
86,103
+14,961
+21% +$1.11M 1.82% 8
2026
Q1 		$4.87M Buy
+71,142
New +$5.02M 1.54% 10

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

Gen-Wealth Partners's ACWX Position: Q2 2026 in Review

Gen-Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 21% in Q2 2026, buying an estimated $1.11M and bringing the position to 86,103 shares worth $6.55M. The position accounts for 1.82% of the portfolio, ranked #8.

Gen-Wealth Partners first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Gen-Wealth Partners held 86,103 shares of iShares MSCI ACWI ex US ETF worth $6.55M as of Q2 2026.
  • Gen-Wealth Partners bought 14,961 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.11M.
  • iShares MSCI ACWI ex US ETF made up 1.82% of Gen-Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.