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Joel Adams & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Joel Adams & Associates’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 		$888K Buy
11,674
+3,028
+35% +$225K 0.57% 25
2026
Q1 		$592K Hold
8,646
– – 0.44% 33
2025
Q4 		$580K Sell
8,646
-81
-0.9% -$5.37K 0.44% 36
2025
Q3 		$567K Buy
8,727
+257
+3% +$16.1K 0.46% 36
2025
Q2 		$516K Sell
8,470
-202
-2% -$11.7K 0.46% 34
2025
Q1 		$481K Buy
8,672
+49
+0.6% +$2.69K 0.43% 32
2024
Q4 		$450K Buy
+8,623
New +$472K 0.41% 34

Other funds holding ACWX

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Joel Adams & Associates's ACWX Position: Q2 2026 in Review

Joel Adams & Associates increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 35% in Q2 2026, buying an estimated $225K and bringing the position to 11,674 shares worth $888K. The position accounts for 0.57% of the portfolio, ranked #25.

Joel Adams & Associates first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 447 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Joel Adams & Associates held 11,674 shares of iShares MSCI ACWI ex US ETF worth $888K as of Q2 2026.
  • Joel Adams & Associates bought 3,028 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $225K.
  • iShares MSCI ACWI ex US ETF made up 0.57% of Joel Adams & Associates's portfolio in Q2 2026, its #25 holding.
  • Joel Adams & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 447 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.