Guidance Point Advisors
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
Q3 		$363K Hold
4,792
– – 0.08% 76
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Guidance Point Advisors's ACWX Position: Q3 2026 in Review

Guidance Point Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 4,792 shares worth $363K. 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 32 quarters since. The position peaked at $420K in Q4 2020. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Guidance Point Advisors held 4,792 shares of iShares MSCI ACWI ex US ETF worth $363K as of Q3 2026.
  • Guidance Point Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Guidance Point Advisors's portfolio in Q3 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 32 quarters since.
  • Guidance Point Advisors's iShares MSCI ACWI ex US ETF position peaked at $420K in Q4 2020.
  • 580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Guidance Point Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.