Gutierrez Wealth Advisory’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Gutierrez Wealth Advisory’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	$1.61M	Buy	21,177 +1,037	+5%	+$77.2K	0.93%	18
2026 Q1	$1.38M	Hold	20,140	–	–	0.86%	19
2025 Q4	$1.35M	Buy	20,140 +288	+1%	+$19.1K	0.85%	17
2025 Q3	$1.29M	Hold	19,852	–	–	0.83%	19
2025 Q2	$1.21M	Buy	+19,852	New	+$1.15M	0.81%	19

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

Gutierrez Wealth Advisory's ACWX Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.1% in Q2 2026, buying an estimated $77.2K and bringing the position to 21,177 shares worth $1.61M. The position accounts for 0.93% of the portfolio, ranked #18.

Gutierrez Wealth Advisory first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Gutierrez Wealth Advisory held 21,177 shares of iShares MSCI ACWI ex US ETF worth $1.61M as of Q2 2026.
Gutierrez Wealth Advisory bought 1,037 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $77.2K.
iShares MSCI ACWI ex US ETF made up 0.93% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #18 holding.
Gutierrez Wealth Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.