JSW
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Journey Strategic Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Journey Strategic Wealth’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 		– Sell
-9,666
Closed -$649K – 823
2025
Q4 		$649K Buy
9,666
+5,050
+109% +$335K 0.02% 252
2025
Q3 		$300K Sell
4,616
-9,950
-68% -$622K 0.01% 477
2025
Q2 		$888K Buy
+14,566
New +$841K 0.03% 188
2022
Q3 		– Sell
-5,376
Closed -$242K – 182
2022
Q2 		$242K Buy
+5,376
New +$260K 0.03% 90

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Journey Strategic Wealth's ACWX Position: Q1 2026 in Review

Journey Strategic Wealth sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2026, closing a stake of 9,666 shares — an estimated $649K sold.

Journey Strategic Wealth first reported a position in ACWX in Q2 2022 and held it in 4 quarters. The position peaked at $888K in Q2 2025. 707 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Journey Strategic Wealth reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2026 after selling out during the quarter.
  • Journey Strategic Wealth sold 9,666 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $649K.
  • Journey Strategic Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and held it in 4 quarters.
  • Journey Strategic Wealth's iShares MSCI ACWI ex US ETF position peaked at $888K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.