McAdam LLC
ACWX icon

McAdam LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

McAdam LLC’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 		$737K Hold
9,686
– – 0.03% 212
2026
Q1 		$663K Hold
9,686
– – 0.03% 209
2025
Q4 		$650K Hold
9,686
– – 0.03% 198
2025
Q3 		$630K Hold
9,686
– – 0.03% 187
2025
Q2 		$590K Buy
+9,686
New +$559K 0.03% 186

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
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Koss-Olinger Consulting
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

McAdam LLC's ACWX Position: Q2 2026 in Review

McAdam LLC held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 9,686 shares worth $737K. The position accounts for 0.03% of the portfolio, ranked #212.

McAdam LLC first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • McAdam LLC held 9,686 shares of iShares MSCI ACWI ex US ETF worth $737K as of Q2 2026.
  • McAdam LLC left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #212 holding.
  • McAdam LLC first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.