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 Q2	$5.35M	Buy	70,304 +2,512	+4%	+$187K	0.07%	167
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mission Wealth Management's ACWX Position: Q2 2026 in Review

Mission Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.7% in Q2 2026, buying an estimated $187K and bringing the position to 70,304 shares worth $5.35M. The position accounts for 0.07% of the portfolio, ranked #167.

Mission Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Mission Wealth Management held 70,304 shares of iShares MSCI ACWI ex US ETF worth $5.35M as of Q2 2026.
Mission Wealth Management bought 2,512 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $187K.
iShares MSCI ACWI ex US ETF made up 0.07% of Mission Wealth Management's portfolio in Q2 2026, its #167 holding.
Mission Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.