IWS
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Insight Wealth Strategies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Insight Wealth Strategies’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
Q3 		$293K Hold
3,878
– – 0.03% 162
2026
Q2 		$291K Buy
+3,878
New +$289K 0.03% 156

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Insight Wealth Strategies's ACWX Position: Q3 2026 in Review

Insight Wealth Strategies held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 3,878 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #162.

Insight Wealth Strategies first reported a position in ACWX in Q2 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Insight Wealth Strategies held 3,878 shares of iShares MSCI ACWI ex US ETF worth $293K as of Q3 2026.
  • Insight Wealth Strategies left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #162 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI ACWI ex US ETF in Q2 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.