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Kaizen Financial Strategies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Kaizen Financial 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
Q2 		$331K Hold
4,420
– – 0.11% 130
2026
Q1 		$325K Hold
4,420
– – 0.14% 118
2025
Q4 		$297K Hold
4,420
– – 0.13% 130
2025
Q3 		$291K Hold
4,420
– – 0.13% 121
2025
Q2 		$269K Hold
4,420
– – 0.14% 122
2025
Q1 		$245K Buy
+4,420
New +$243K 0.14% 119

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Kaizen Financial Strategies's ACWX Position: Q2 2026 in Review

Kaizen Financial Strategies held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,420 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #130.

Kaizen Financial Strategies first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. 314 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Kaizen Financial Strategies held 4,420 shares of iShares MSCI ACWI ex US ETF worth $331K as of Q2 2026.
  • Kaizen Financial Strategies left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.11% of Kaizen Financial Strategies's portfolio in Q2 2026, its #130 holding.
  • Kaizen Financial Strategies first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
  • 314 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.