Heritage Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Heritage Wealth 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 Q1	$21.2M	Hold	308,971	–	–	0.83%	28
2025 Q4	$20.7M	Hold	308,971	–	–	0.79%	29
2025 Q3	$20.1M	Sell	308,971 -493	-0.2%	-$30.8K	0.88%	28
2025 Q2	$18.9M	Hold	309,464	–	–	0.9%	28
2025 Q1	$17.2M	Hold	309,464	–	–	0.87%	28
2024 Q4	$16.1M	Hold	309,464	–	–	0.8%	29
2024 Q3	$17.7M	Hold	309,464	–	–	0.83%	31
2024 Q2	$16.4M	Sell	309,464 -640	-0.2%	-$34.1K	0.74%	33
2024 Q1	$16.6M	Sell	310,104 -1,536	-0.5%	-$78.8K	0.76%	33
2023 Q4	$15.9M	Buy	311,640 +97,279	+45%	+$4.68M	0.79%	32
2023 Q3	$10.1M	Sell	214,361 -989	-0.5%	-$48.4K	0.55%	32
2023 Q2	$10.6M	Hold	215,350	–	–	0.56%	32
2023 Q1	$10.5M	Hold	215,350	–	–	0.59%	32
2022 Q4	$9.8M	Buy	215,350 +210,892	+4,731%	+$9.25M	0.57%	33
2022 Q3	$178K	Buy	+4,458	New	+$198K	0.01%	206

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Wealth Advisors's ACWX Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 308,971 shares worth $21.2M. The position accounts for 0.83% of the portfolio, ranked #28.

Heritage Wealth Advisors first reported a position in ACWX in Q3 2022 and has held it in 15 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Heritage Wealth Advisors held 308,971 shares of iShares MSCI ACWI ex US ETF worth $21.2M as of Q1 2026.
Heritage Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.83% of Heritage Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Heritage Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2022 and has held it in 15 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.