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

Merit 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 		$22.9M Sell
301,412
-15,520
-5% -$1.15M 0.14% 126
2026
Q1 		$21.7M Sell
316,932
-51,344
-14% -$3.62M 0.16% 113
2025
Q4 		$24.7M Sell
368,276
-13,333
-3% -$883K 0.2% 86
2025
Q3 		$24.8M Sell
381,609
-2,229,940
-85% -$139M 0.23% 83
2025
Q2 		$159M Buy
2,611,549
+898,849
+52% +$51.9M 1.77% 6
2025
Q1 		$95M Buy
1,712,700
+1,701,588
+15,313% +$93.4M 1.42% 11
2024
Q4 		$580K Buy
11,112
+630
+6% +$34.5K 0.01% 671
2024
Q3 		$600K Sell
10,482
-1,237
-11% -$67.4K 0.01% 523
2024
Q2 		$623K Buy
11,719
+5
+0% +$267 0.01% 531
2024
Q1 		$626K Sell
11,714
-1,505
-11% -$77.2K 0.01% 517
2023
Q4 		$675K Sell
13,219
-78
-0.6% -$3.75K 0.02% 409
2023
Q3 		$625K Sell
13,297
-960
-7% -$47K 0.02% 404
2023
Q2 		$702K Sell
14,257
-141
-1% -$6.94K 0.02% 391
2023
Q1 		$702K Hold
14,398
– – 0.03% 336
2022
Q4 		$655K Sell
14,398
-1,569
-10% -$68.8K 0.02% 369
2022
Q3 		$639K Sell
15,967
-150
-0.9% -$6.67K 0.03% 315
2022
Q2 		$725K Buy
+16,117
New +$780K 0.02% 297

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

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

Merit Financial Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.9% in Q2 2026, selling an estimated $1.15M and leaving 301,412 shares worth $22.9M. The position accounts for 0.14% of the portfolio, ranked #126.

Merit Financial Group first reported a position in ACWX in Q2 2022 and has held it in 17 quarters since. The position peaked at $159M in Q2 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Merit Financial Group held 301,412 shares of iShares MSCI ACWI ex US ETF worth $22.9M as of Q2 2026.
  • Merit Financial Group sold 15,520 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.15M.
  • iShares MSCI ACWI ex US ETF made up 0.14% of Merit Financial Group's portfolio in Q2 2026, its #126 holding.
  • Merit Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 17 quarters since.
  • Merit Financial Group's iShares MSCI ACWI ex US ETF position peaked at $159M in Q2 2025.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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