Nicholas Hoffman & Company’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Nicholas Hoffman & Company’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	$713K	Sell	9,374 -8,951	-49%	-$666K	0.02%	195
2026 Q1	$1.25M	Buy	+18,325	New	+$1.29M	0.03%	121
2022 Q4	–	Sell	-6,706	Closed	-$268K	–	263
2022 Q3	$268K	Hold	6,706	–	–	0.01%	211
2022 Q2	$302K	Sell	6,706 -6,047	-47%	-$293K	0.01%	205
2022 Q1	$667K	Hold	12,753	–	–	0.03%	144
2021 Q4	$709K	Buy	12,753 +347	+3%	+$19.5K	0.02%	139
2021 Q3	$687K	Hold	12,406	–	–	0.12%	135
2021 Q2	$713K	Hold	12,406	–	–	0.13%	130
2021 Q1	$685K	Buy	+12,406	New	+$686K	0.14%	128

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

Nicholas Hoffman & Company's ACWX Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 49% in Q2 2026, selling an estimated $666K and leaving 9,374 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #195.

Nicholas Hoffman & Company first reported a position in ACWX in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Nicholas Hoffman & Company held 9,374 shares of iShares MSCI ACWI ex US ETF worth $713K as of Q2 2026.
Nicholas Hoffman & Company sold 8,951 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $666K.
iShares MSCI ACWI ex US ETF made up 0.02% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #195 holding.
Nicholas Hoffman & Company first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 9 quarters since.
Nicholas Hoffman & Company's iShares MSCI ACWI ex US ETF position peaked at $1.25M in Q1 2026.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.