IFA
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Interactive Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Interactive Financial 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 		$213K Sell
2,939
-413
-12% -$30.7K 0.13% 72
2026
Q1 		$230K Sell
3,352
-95
-3% -$6.7K 0.15% 74
2025
Q4 		$231K Sell
3,447
-3,154
-48% -$209K 0.15% 71
2025
Q3 		$429K Sell
6,601
-872
-12% -$54.5K 0.23% 57
2025
Q2 		$455K Sell
7,473
-31
-0.4% -$1.79K 0.22% 63
2025
Q1 		$416K Sell
7,504
-143
-2% -$7.85K 0.22% 63
2024
Q4 		$399K Buy
7,647
+396
+5% +$21.7K 0.21% 66
2024
Q3 		$415K Buy
7,251
+115
+2% +$6.26K 0.21% 66
2024
Q2 		$379K Buy
7,136
+89
+1% +$4.75K 0.21% 68
2024
Q1 		$376K Sell
7,047
-2,642
-27% -$136K 0.21% 68
2023
Q4 		$458K Buy
9,689
+3,170
+49% +$153K 0.25% 57
2023
Q3 		$306K Sell
6,519
-404
-6% -$19.8K 0.21% 68
2023
Q2 		$341K Sell
6,923
-198
-3% -$9.75K 0.23% 65
2023
Q1 		$347K Sell
7,121
-140
-2% -$6.74K 0.22% 62
2022
Q4 		$330K Buy
7,261
+322
+5% +$14.1K 0.2% 72
2022
Q3 		$278K Buy
6,939
+211
+3% +$9.39K 0.16% 77
2022
Q2 		$307K Buy
6,728
+363
+6% +$17.6K 0.15% 65
2022
Q1 		$334K Sell
6,365
-50
-0.8% -$2.66K 0.16% 75
2021
Q4 		$357K Buy
6,415
+128
+2% +$7.2K 0.14% 66
2021
Q3 		$348K Buy
6,287
+5
+0.1% +$285 0.15% 65
2021
Q2 		$361K Sell
6,282
-422
-6% -$24.2K 0.15% 67
2021
Q1 		$370K Buy
6,704
+260
+4% +$14.4K 0.16% 66
2020
Q4 		$342K Sell
6,444
-202
-3% -$10K 0.16% 62
2020
Q3 		$306K Sell
6,646
-211
-3% -$9.72K 0.15% 59
2020
Q2 		$296K Sell
6,857
-175
-2% -$7.15K 0.15% 56
2020
Q1 		$265K Sell
7,032
-308
-4% -$13.8K 0.23% 35
2019
Q4 		$361K Buy
7,340
+450
+7% +$21.5K 0.16% 60
2019
Q3 		$317K Buy
6,890
+30
+0.4% +$1.37K 0.15% 60
2019
Q2 		$321K Sell
6,860
-61,594
-90% -$2.86M 0.15% 61
2019
Q1 		$3.17M Buy
68,454
+7,408
+12% +$334K 1.53% 18
2018
Q4 		$2.56M Sell
61,046
-8,708
-12% -$384K 1.33% 20
2018
Q3 		$3.33M Sell
69,754
-11,811
-14% -$561K 1.58% 19
2018
Q2 		$3.85M Buy
81,565
+10,513
+15% +$521K 1.82% 18
2018
Q1 		$3.53M Sell
71,052
-299,695
-81% -$15.2M 1.69% 17
2017
Q4 		$18.5M Buy
370,747
+47,744
+15% +$2.35M 8.14% 2
2017
Q3 		$15.6M Buy
323,003
+221,429
+218% +$10.5M 7.12% 4
2017
Q2 		$4.63M Sell
101,574
-22,412
-18% -$1.01M 2.18% 16
2017
Q1 		$5.41M Buy
123,986
+19,139
+18% +$811K 2.63% 17
2016
Q4 		$4.22M Buy
104,847
+42,231
+67% +$1.71M 2.13% 17
2016
Q3 		$2.6M Sell
62,616
-16,509
-21% -$672K 1.3% 21
2016
Q2 		$3.08M Buy
79,125
+4,593
+6% +$182K 1.62% 18
2016
Q1 		$2.94M Buy
74,532
+1,591
+2% +$59.5K 1.81% 16
2015
Q4 		$2.89M Buy
72,941
+11,391
+19% +$466K 1.68% 17
2015
Q3 		$2.4M Sell
61,550
-18,603
-23% -$783K 1.36% 17
2015
Q2 		$3.54M Buy
80,153
+897
+1% +$41.7K 1.91% 15
2015
Q1 		$3.54M Buy
79,256
+18,822
+31% +$827K 1.9% 13
2014
Q4 		$2.6M Buy
60,434
+2,443
+4% +$108K 1.43% 13
2014
Q3 		$2.64M Buy
57,991
+6,868
+13% +$326K 1.5% 13
2014
Q2 		$2.46M Buy
51,123
+4,462
+10% +$213K 1.39% 15
2014
Q1 		$2.17M Sell
46,661
-9,378
-17% -$427K 1.26% 13
2013
Q4 		$2.62M Sell
56,039
-1,017
-2% -$46.7K 1.54% 13
2013
Q3 		$2.56M Buy
57,056
+52,865
+1,261% +$2.28M 1.56% 14
2013
Q2 		$171K Buy
+4,191
New +$181K 0.13% 33

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

Interactive Financial Advisors's ACWX Position: Q2 2026 in Review

Interactive Financial Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 12% in Q2 2026, selling an estimated $30.7K and leaving 2,939 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #72.

Interactive Financial Advisors first reported a position in ACWX in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.5M in Q4 2017. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Interactive Financial Advisors held 2,939 shares of iShares MSCI ACWI ex US ETF worth $213K as of Q2 2026.
  • Interactive Financial Advisors sold 413 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $30.7K.
  • iShares MSCI ACWI ex US ETF made up 0.13% of Interactive Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Interactive Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 53 quarters since.
  • Interactive Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $18.5M in Q4 2017.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.