IMA Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.17M Buy
15,310
+167
+1% +$12.4K 0.07% 162
2026
Q1
$1.04M Hold
15,143
0.1% 121
2025
Q4
$1.02M Buy
15,143
+237
+2% +$15.7K 0.1% 126
2025
Q3
$969K Buy
14,906
+701
+5% +$43.8K 0.1% 122
2025
Q2
$866K Buy
14,205
+200
+1% +$11.5K 0.09% 128
2025
Q1
$777K Hold
14,005
0.09% 130
2024
Q4
$731K Buy
+14,005
New +$766K 0.09% 133

Other funds holding ACWX

IMA Advisory Services's ACWX Position: Q2 2026 in Review

IMA Advisory Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $12.4K and bringing the position to 15,310 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #162.

IMA Advisory Services first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • IMA Advisory Services held 15,310 shares of iShares MSCI ACWI ex US ETF worth $1.17M as of Q2 2026.
  • IMA Advisory Services bought 167 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $12.4K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of IMA Advisory Services's portfolio in Q2 2026, its #162 holding.
  • IMA Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.