GPA
ACWX icon

Guidance Point Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Guidance Point Advisors’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 		$365K Buy
4,792
+34
+0.7% +$2.53K 0.08% 76
2026
Q1 		$326K Buy
4,758
+14
+0.3% +$988 0.08% 75
2025
Q4 		$319K Buy
4,744
+71
+2% +$4.7K 0.07% 73
2025
Q3 		$304K Sell
4,673
-69
-1% -$4.31K 0.07% 73
2025
Q2 		$289K Buy
4,742
+63
+1% +$3.64K 0.07% 72
2025
Q1 		$259K Sell
4,679
-54
-1% -$2.96K 0.07% 74
2024
Q4 		$247K Sell
4,733
-27
-0.6% -$1.48K 0.07% 73
2024
Q3 		$272K Hold
4,760
– – 0.08% 72
2024
Q2 		$253K Buy
4,760
+71
+2% +$3.79K 0.08% 67
2024
Q1 		$251K Buy
4,689
+25
+0.5% +$1.28K 0.08% 71
2023
Q4 		$238K Sell
4,664
-61
-1% -$2.94K 0.09% 61
2023
Q3 		$222K Buy
4,725
+20
+0.4% +$979 0.09% 67
2023
Q2 		$232K Buy
4,705
+94
+2% +$4.63K 0.09% 71
2023
Q1 		$225K Buy
4,611
+150
+3% +$7.22K 0.09% 72
2022
Q4 		$203K Sell
4,461
-2,987
-40% -$131K 0.09% 73
2022
Q3 		$298K Buy
7,448
+10
+0.1% +$445 0.14% 64
2022
Q2 		$334K Buy
7,438
+125
+2% +$6.05K 0.14% 64
2022
Q1 		$382K Buy
7,313
+95
+1% +$5.06K 0.14% 66
2021
Q4 		$401K Buy
7,218
+217
+3% +$12.2K 0.15% 60
2021
Q3 		$387K Sell
7,001
-42
-0.6% -$2.39K 0.14% 61
2021
Q2 		$405K Buy
7,043
+77
+1% +$4.42K 0.16% 62
2021
Q1 		$384K Sell
6,966
-962
-12% -$53.2K 0.16% 64
2020
Q4 		$420K Buy
7,928
+172
+2% +$8.53K 0.19% 57
2020
Q3 		$356K Hold
7,756
– – 0.2% 55
2020
Q2 		$335K Buy
7,756
+85
+1% +$3.47K 0.19% 56
2020
Q1 		$288K Buy
7,671
+104
+1% +$4.67K 0.19% 51
2019
Q4 		$371K Buy
7,567
+117
+2% +$5.58K 0.18% 49
2019
Q3 		$343K Hold
7,450
– – 0.19% 51
2019
Q2 		$348K Buy
7,450
+181
+2% +$8.41K 0.2% 50
2019
Q1 		$336K Sell
7,269
-624
-8% -$28.1K 0.2% 51
2018
Q4 		$331K Buy
+7,893
New +$348K 0.22% 49

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

Guidance Point Advisors's ACWX Position: Q2 2026 in Review

Guidance Point Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.71% in Q2 2026, buying an estimated $2.53K and bringing the position to 4,792 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #76.

Guidance Point Advisors first reported a position in ACWX in Q4 2018 and has held it in 31 quarters since. The position peaked at $420K in Q4 2020. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Guidance Point Advisors held 4,792 shares of iShares MSCI ACWI ex US ETF worth $365K as of Q2 2026.
  • Guidance Point Advisors bought 34 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.53K.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Guidance Point Advisors's portfolio in Q2 2026, its #76 holding.
  • Guidance Point Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 31 quarters since.
  • Guidance Point Advisors's iShares MSCI ACWI ex US ETF position peaked at $420K in Q4 2020.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.