Level Four Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Level Four Advisory Services’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	$722K	Buy	9,483 +49	+0.5%	+$3.65K	0.02%	512
2026 Q1	$646K	Hold	9,434	–	–	0.02%	524
2025 Q4	$633K	Buy	9,434 +69	+0.7%	+$4.57K	0.02%	516
2025 Q3	$609K	Hold	9,365	–	–	0.02%	511
2025 Q2	$571K	Hold	9,365	–	–	0.02%	487
2025 Q1	$519K	Buy	9,365 +4,380	+88%	+$240K	0.02%	491
2024 Q4	$260K	Hold	4,985	–	–	0.01%	658
2024 Q3	$272K	Hold	4,985	–	–	0.01%	655
2024 Q2	$265K	Sell	4,985 -65	-1%	-$3.47K	0.01%	646
2024 Q1	$258K	Hold	5,050	–	–	0.01%	654
2023 Q4	$258K	Buy	5,050 +65	+1%	+$3.13K	0.01%	652
2023 Q3	$234K	Hold	4,985	–	–	0.02%	641
2023 Q2	$245K	Hold	4,985	–	–	0.01%	679
2023 Q1	$243K	Hold	4,985	–	–	0.02%	637
2022 Q4	$227K	Buy	+4,985	New	+$219K	0.02%	588
2022 Q3	–	Sell	-4,985	Closed	-$224K	–	546
2022 Q2	$224K	Hold	4,985	–	–	0.02%	501
2022 Q1	$261K	Hold	4,985	–	–	0.02%	542
2021 Q4	$277K	Buy	4,985 +1,085	+28%	+$61K	0.02%	524
2021 Q3	$216K	Hold	3,900	–	–	0.02%	433
2021 Q2	$224K	Hold	3,900	–	–	0.02%	603
2021 Q1	$215K	Hold	3,900	–	–	0.02%	593
2020 Q4	$207K	Buy	+3,900	New	+$193K	0.02%	559

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Level Four Advisory Services's ACWX Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.52% in Q2 2026, buying an estimated $3.65K and bringing the position to 9,483 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #512.

Level Four Advisory Services first reported a position in ACWX in Q4 2020 and has held it in 22 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Level Four Advisory Services held 9,483 shares of iShares MSCI ACWI ex US ETF worth $722K as of Q2 2026.
Level Four Advisory Services bought 49 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.65K.
iShares MSCI ACWI ex US ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #512 holding.
Level Four Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 22 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.