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

Mutual 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	$1.42M	Buy	18,721 +10,213	+120%	+$760K	0.03%	518
2026 Q1	$583K	Buy	8,508 +4,066	+92%	+$287K	0.01%	811
2025 Q4	$298K	Buy	4,442 +667	+18%	+$44.2K	0.01%	1093
2025 Q3	$250K	Sell	3,775 -2	-0.1%	-$125	0.01%	1130
2025 Q2	$235K	Buy	3,777 +25	+0.7%	+$1.44K	0.01%	1074
2025 Q1	$212K	Buy	+3,752	New	+$206K	0.01%	1013
2024 Q4	–	Sell	-3,730	Closed	-$206K	–	1071
2024 Q3	$206K	Buy	+3,730	New	+$203K	0.01%	1034
2023 Q1	–	Sell	-5,448	Closed	-$248K	–	970
2022 Q4	$248K	Buy	+5,448	New	+$239K	0.01%	802

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

Mutual Advisors's ACWX Position: Q2 2026 in Review

Mutual Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 120% in Q2 2026, buying an estimated $760K and bringing the position to 18,721 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #518.

Mutual Advisors first reported a position in ACWX in Q4 2022 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Mutual Advisors held 18,721 shares of iShares MSCI ACWI ex US ETF worth $1.42M as of Q2 2026.
Mutual Advisors bought 10,213 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $760K.
iShares MSCI ACWI ex US ETF made up 0.03% of Mutual Advisors's portfolio in Q2 2026, its #518 holding.
Mutual Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 8 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.