MWA
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Midland Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Midland Wealth Advisors’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 		$1.7M Sell
22,367
-499
-2% -$37.1K 0.08% 58
2026
Q1 		$1.57M Sell
22,866
-1,695
-7% -$120K 0.08% 57
2025
Q4 		$1.65M Hold
24,561
– – 0.09% 57
2025
Q3 		$1.6M Sell
24,561
-597
-2% -$37.3K 0.09% 61
2025
Q2 		$1.53M Sell
25,158
-1,055
-4% -$60.9K 0.08% 57
2025
Q1 		$1.45M Sell
26,213
-2,675
-9% -$147K 0.09% 60
2024
Q4 		$1.51M Sell
28,888
-572
-2% -$31.3K 0.09% 61
2024
Q3 		$1.69M Sell
29,460
-3,386
-10% -$184K 0.1% 57
2024
Q2 		$1.75M Sell
32,846
-342
-1% -$18.2K 0.1% 50
2024
Q1 		$1.77M Sell
33,188
-2,888
-8% -$148K 0.11% 52
2023
Q4 		$1.84M Buy
+36,076
New +$1.74M 0.13% 45

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

Midland Wealth Advisors's ACWX Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.2% in Q2 2026, selling an estimated $37.1K and leaving 22,367 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #58.

Midland Wealth Advisors first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Midland Wealth Advisors held 22,367 shares of iShares MSCI ACWI ex US ETF worth $1.7M as of Q2 2026.
  • Midland Wealth Advisors sold 499 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $37.1K.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Midland Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Midland Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.84M in Q4 2023.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.