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Global Wealth Strategies & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-140
Closed -$9.59K – 101
2026
Q1 		$9.59K Buy
+140
New +$9.88K ﹤0.01% 318

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

Global Wealth Strategies & Associates's ACWX Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 140 shares — an estimated $9.59K sold.

Global Wealth Strategies & Associates first reported a position in ACWX in Q1 2026 and held it in 1 quarter. The position peaked at $9.59K in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 140 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9.59K.
  • Global Wealth Strategies & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares MSCI ACWI ex US ETF position peaked at $9.59K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.