N.E.W. Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

N.E.W. Advisory Services’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	$3.08K	Hold	40	–	–	﹤0.01%	797
2026 Q1	$2.74K	Hold	40	–	–	﹤0.01%	795
2025 Q4	$2.69K	Hold	40	–	–	﹤0.01%	762
2025 Q3	$2.6K	Hold	40	–	–	﹤0.01%	722
2025 Q2	$2.44K	Hold	40	–	–	﹤0.01%	721
2025 Q1	$2.22K	Buy	+40	New	+$2.2K	﹤0.01%	778

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 $8.38B AUM 25.07% 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 22.9% 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

N.E.W. Advisory Services's ACWX Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 40 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

N.E.W. Advisory Services first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

N.E.W. Advisory Services held 40 shares of iShares MSCI ACWI ex US ETF worth $3.08K as of Q2 2026.
N.E.W. Advisory Services left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #797 holding.
N.E.W. Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.