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

HB 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 		$598K Buy
7,853
+45
+0.6% +$3.35K ﹤0.01% 1009
2026
Q1 		$535K Hold
7,808
– – ﹤0.01% 946
2025
Q4 		$524K Buy
7,808
+63
+0.8% +$4.17K ﹤0.01% 887
2025
Q3 		$504K Hold
7,745
– – ﹤0.01% 850
2025
Q2 		$472K Buy
7,745
+56
+0.7% +$3.23K ﹤0.01% 762
2025
Q1 		$426K Hold
7,689
– – ﹤0.01% 818
2024
Q4 		$401K Buy
7,689
+57
+0.7% +$3.12K ﹤0.01% 700
2024
Q3 		$437K Sell
7,632
-728
-9% -$39.7K ﹤0.01% 631
2024
Q2 		$444K Buy
8,360
+118
+1% +$6.29K 0.01% 579
2024
Q1 		$440K Sell
8,242
-16,983
-67% -$872K 0.01% 545
2023
Q4 		$1.29M Buy
25,225
+5,145
+26% +$248K 0.02% 286
2023
Q3 		$944K Hold
20,080
– – 0.02% 303
2023
Q2 		$988K Buy
20,080
+125
+0.6% +$6.16K 0.02% 292
2023
Q1 		$973K Hold
19,955
– – 0.02% 291
2022
Q4 		$908K Buy
19,955
+11,862
+147% +$520K 0.02% 294
2022
Q3 		$324K Buy
+8,093
New +$360K 0.01% 420

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 $8.38B AUM 25.07% 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 22.9% 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

HB Wealth Management's ACWX Position: Q2 2026 in Review

HB Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.58% in Q2 2026, buying an estimated $3.35K and bringing the position to 7,853 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

HB Wealth Management first reported a position in ACWX in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.29M in Q4 2023. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • HB Wealth Management held 7,853 shares of iShares MSCI ACWI ex US ETF worth $598K as of Q2 2026.
  • HB Wealth Management bought 45 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.35K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1009 holding.
  • HB Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 16 quarters since.
  • HB Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $1.29M in Q4 2023.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.