Golden State Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Golden State Wealth 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	$40.8K	Hold	536	–	–	﹤0.01%	774
2026 Q1	$36.7K	Hold	536	–	–	﹤0.01%	761
2025 Q4	$36K	Hold	536	–	–	﹤0.01%	768
2025 Q3	$34.8K	Hold	536	–	–	﹤0.01%	766
2025 Q2	$32.7K	Buy	+536	New	+$30.9K	﹤0.01%	745
2020 Q2	–	Sell	-194	Closed	-$7K	–	212
2020 Q1	$7K	Buy	+194	New	+$8.72K	﹤0.01%	673
2019 Q4	–	Sell	-194	Closed	-$9K	–	68
2019 Q3	$9K	Hold	194	–	–	﹤0.01%	761
2019 Q2	$9K	Hold	194	–	–	﹤0.01%	760
2019 Q1	$9K	Buy	+194	New	+$8.74K	﹤0.01%	793

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

Golden State Wealth Management's ACWX Position: Q2 2026 in Review

Golden State Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 536 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Golden State Wealth Management first reported a position in ACWX in Q1 2019 and has held it in 9 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Golden State Wealth Management held 536 shares of iShares MSCI ACWI ex US ETF worth $40.8K as of Q2 2026.
Golden State Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #774 holding.
Golden State Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 9 quarters since.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.