MFG
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Magnus Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Magnus Financial Group’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 		$744K Buy
9,778
+31
+0.3% +$2.31K 0.05% 193
2026
Q1 		$667K Buy
9,747
+3,688
+61% +$260K 0.05% 192
2025
Q4 		$407K Buy
6,059
+1,011
+20% +$67K 0.03% 284
2025
Q3 		$328K Sell
5,048
-159
-3% -$9.94K 0.03% 307
2025
Q2 		$317K Buy
5,207
+739
+17% +$42.7K 0.03% 289
2025
Q1 		$248K Sell
4,468
-928
-17% -$51K 0.02% 306
2024
Q4 		$281K Sell
5,396
-4,010
-43% -$219K 0.03% 281
2024
Q3 		$538K Sell
9,406
-417
-4% -$22.7K 0.05% 208
2024
Q2 		$522K Buy
9,823
+1,023
+12% +$54.6K 0.06% 197
2024
Q1 		$470K Sell
8,800
-619
-7% -$31.8K 0.06% 194
2023
Q4 		$481K Sell
9,419
-218
-2% -$10.5K 0.06% 178
2023
Q3 		$453K Buy
9,637
+2,921
+43% +$143K 0.07% 170
2023
Q2 		$331K Sell
6,716
-87
-1% -$4.28K 0.05% 205
2023
Q1 		$332K Sell
6,803
-1,131
-14% -$54.5K 0.05% 212
2022
Q4 		$361K Sell
7,934
-3,488
-31% -$153K 0.06% 188
2022
Q3 		$457K Sell
11,422
-12,047
-51% -$536K 0.09% 149
2022
Q2 		$1.06M Buy
23,469
+1,857
+9% +$89.9K 0.19% 90
2022
Q1 		$1.13M Buy
21,612
+7,457
+53% +$397K 0.19% 94
2021
Q4 		$787K Buy
14,155
+130
+0.9% +$7.31K 0.15% 103
2021
Q3 		$777K Buy
14,025
+505
+4% +$28.8K 0.16% 91
2021
Q2 		$778K Buy
13,520
+1,670
+14% +$95.9K 0.17% 88
2021
Q1 		$654K Buy
11,850
+4,395
+59% +$243K 0.16% 92
2020
Q4 		$395K Buy
7,455
+925
+14% +$45.9K 0.04% 176
2020
Q3 		$300K Buy
+6,530
New +$301K 0.03% 194

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
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Magnus Financial Group's ACWX Position: Q2 2026 in Review

Magnus Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.32% in Q2 2026, buying an estimated $2.31K and bringing the position to 9,778 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #193.

Magnus Financial Group first reported a position in ACWX in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2022. 744 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Magnus Financial Group held 9,778 shares of iShares MSCI ACWI ex US ETF worth $744K as of Q2 2026.
  • Magnus Financial Group bought 31 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.31K.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Magnus Financial Group's portfolio in Q2 2026, its #193 holding.
  • Magnus Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q3 2020 and has held it in 24 quarters since.
  • Magnus Financial Group's iShares MSCI ACWI ex US ETF position peaked at $1.13M in Q1 2022.
  • 744 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.