MWM
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Mission Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Mission Wealth Management’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
Q1 		$4.64M Hold
67,792
– – 0.1% 117
2025
Q4 		$4.55M Buy
67,792
+56
+0.1% +$3.71K 0.09% 122
2025
Q3 		$4.4M Hold
67,736
– – 0.09% 132
2025
Q2 		$4.13M Buy
67,736
+49
+0.1% +$2.83K 0.09% 134
2025
Q1 		$3.75M Hold
67,687
– – 0.09% 126
2024
Q4 		$3.53M Buy
+67,687
New +$3.7M 0.08% 124

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mission Wealth Management's ACWX Position: Q1 2026 in Review

Mission Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 67,792 shares worth $4.64M. The position accounts for 0.1% of the portfolio, ranked #117.

Mission Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Mission Wealth Management held 67,792 shares of iShares MSCI ACWI ex US ETF worth $4.64M as of Q1 2026.
  • Mission Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
  • iShares MSCI ACWI ex US ETF made up 0.1% of Mission Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Mission Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.