LF
ACWX icon

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

LifeSteps Financial’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 		$80.8K Buy
+1,061
New +$78.9K 0.04% 168

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

LifeSteps Financial's ACWX Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 1,061 shares worth $80.8K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings.

307 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • LifeSteps Financial held 1,061 shares of iShares MSCI ACWI ex US ETF worth $80.8K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #168 holding.
  • 307 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.