HCA
ACWX icon

Heck Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Heck Capital 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 		$1.49M Buy
19,585
+2,291
+13% +$170K 0.09% 104
2026
Q1 		$1.18M Buy
17,294
+4,669
+37% +$329K 0.09% 106
2025
Q4 		$848K Buy
12,625
+2,477
+24% +$164K 0.06% 119
2025
Q3 		$660K Buy
10,148
+4,107
+68% +$257K 0.05% 128
2025
Q2 		$368K Buy
6,041
+872
+17% +$50.3K 0.03% 154
2025
Q1 		$287K Sell
5,169
-2,767
-35% -$152K 0.03% 142
2024
Q4 		$414K Buy
7,936
+3,799
+92% +$208K 0.02% 205
2024
Q3 		$237K Buy
4,137
+2,521
+156% +$137K 0.03% 144
2024
Q2 		$85.9K Hold
1,616
– – 0.01% 151
2024
Q1 		$86.3K Hold
1,616
– – 0.01% 150
2023
Q4 		$82.5K Sell
1,616
-666
-29% -$32.1K 0.01% 145
2023
Q3 		$107K Hold
2,282
– – 0.02% 136
2023
Q2 		$112K Hold
2,282
– – 0.02% 134
2023
Q1 		$111K Sell
2,282
-6
-0.3% -$289 0.02% 121
2022
Q4 		$104K Sell
2,288
-200
-8% -$8.77K 0.02% 124
2022
Q3 		$99.5K Sell
2,488
-687
-22% -$30.6K 0.02% 124
2022
Q2 		$143K Sell
3,175
-3,210
-50% -$155K 0.03% 123
2022
Q1 		$334K Sell
6,385
-1,618
-20% -$86.2K 0.06% 94
2021
Q4 		$445K Sell
8,003
-2,021
-20% -$114K 0.08% 88
2021
Q3 		$555K Sell
10,024
-363
-3% -$20.7K 0.11% 81
2021
Q2 		$597K Buy
10,387
+216
+2% +$12.4K 0.12% 79
2021
Q1 		$561K Sell
10,171
-8,706
-46% -$481K 0.12% 75
2020
Q4 		$1M Sell
18,877
-1,597
-8% -$79.2K 0.24% 48
2020
Q3 		$942K Sell
20,474
-3,403
-14% -$157K 0.26% 38
2020
Q2 		$1.03M Sell
23,877
-7,545
-24% -$308K 0.22% 39
2020
Q1 		$1.18M Sell
31,422
-3,760
-11% -$169K 0.34% 29
2019
Q4 		$1.73M Buy
35,182
+3,801
+12% +$181K 0.41% 29
2019
Q3 		$1.45M Sell
31,381
-2,530
-7% -$116K 0.44% 30
2019
Q2 		$1.59M Sell
33,911
-335
-1% -$15.6K 0.43% 28
2019
Q1 		$1.58M Buy
34,246
+7,912
+30% +$356K 0.47% 26
2018
Q4 		$1.1M Sell
26,334
-1,373
-5% -$60.5K 0.41% 27
2018
Q3 		$1.32M Sell
27,707
-2,237
-7% -$106K 0.44% 28
2018
Q2 		$1.41M Buy
29,944
+317
+1% +$15.7K 0.52% 26
2018
Q1 		$1.47M Buy
29,627
+7,536
+34% +$383K 0.65% 24
2017
Q4 		$1.1M Buy
22,091
+5,910
+37% +$291K 0.54% 24
2017
Q3 		$782K Buy
16,181
+13,218
+446% +$624K 0.42% 26
2017
Q2 		$135K Buy
+2,963
New +$134K 0.08% 58

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

Heck Capital Advisors's ACWX Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 13% in Q2 2026, buying an estimated $170K and bringing the position to 19,585 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #104.

Heck Capital Advisors first reported a position in ACWX in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.73M in Q4 2019. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Heck Capital Advisors held 19,585 shares of iShares MSCI ACWI ex US ETF worth $1.49M as of Q2 2026.
  • Heck Capital Advisors bought 2,291 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $170K.
  • iShares MSCI ACWI ex US ETF made up 0.09% of Heck Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Heck Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2017 and has held it in 37 quarters since.
  • Heck Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.73M in Q4 2019.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.