MN Wealth Advisors
ACWX icon

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

MN 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
Q3 		$2.11M Buy
27,903
+15,152
+119% +$1.16M 0.86% 21
2026
Q2 		$971K Buy
12,751
+2,609
+26% +$194K 0.41% 52
2026
Q1 		$694K Buy
+10,142
New +$715K 0.34% 61

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

MN Wealth Advisors's ACWX Position: Q3 2026 in Review

MN Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 119% in Q3 2026, buying an estimated $1.16M and bringing the position to 27,903 shares worth $2.11M. The position accounts for 0.86% of the portfolio, ranked #21.

MN Wealth Advisors first reported a position in ACWX in Q1 2026 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • MN Wealth Advisors held 27,903 shares of iShares MSCI ACWI ex US ETF worth $2.11M as of Q3 2026.
  • MN Wealth Advisors bought 15,152 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.16M.
  • iShares MSCI ACWI ex US ETF made up 0.86% of MN Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • MN Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.