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Guardian Wealth Management (Illinois)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-1,355
Closed -$75.2K – 63
2025
Q1 		$75.2K Sell
1,355
-1,173
-46% -$64.4K 0.05% 88
2024
Q4 		$132K Sell
2,528
-22
-0.9% -$1.2K 0.09% 76
2024
Q3 		$146K Buy
2,550
+1,268
+99% +$69.1K 0.1% 72
2024
Q2 		$68.1K Sell
1,282
-37
-3% -$1.97K 0.05% 100
2024
Q1 		$70.4K Hold
1,319
– – 0.05% 99
2023
Q4 		$67.3K Buy
1,319
+18
+1% +$866 0.06% 100
2023
Q3 		$61.2K Sell
1,301
-285
-18% -$13.9K 0.06% 101
2023
Q2 		$78.1K Buy
1,586
+12
+0.8% +$591 0.07% 93
2023
Q1 		$76.8K Hold
1,574
– – 0.07% 95
2022
Q4 		$71.6K Sell
1,574
-29
-2% -$1.27K 0.07% 101
2022
Q3 		$64K Hold
1,603
– – 0.07% 95
2022
Q2 		$72K Buy
1,603
+30
+2% +$1.45K 0.08% 94
2022
Q1 		$82K Buy
1,573
+2
+0.1% +$107 0.08% 99
2021
Q4 		$87K Buy
+1,571
New +$88.4K 0.08% 92

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s ACWX Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 1,355 shares — an estimated $75.2K sold.

Guardian Wealth Management (Illinois) first reported a position in ACWX in Q4 2021 and held it in 14 quarters. The position peaked at $146K in Q3 2024. 535 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,355 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $75.2K.
  • Guardian Wealth Management (Illinois) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s iShares MSCI ACWI ex US ETF position peaked at $146K in Q3 2024.
  • 535 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.