OWA
ACWX icon

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

Opal 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
Q2 		– Sell
-1,477
Closed -$101K – 232
2026
Q1 		$101K Sell
1,477
-3,651
-71% -$258K 0.02% 280
2025
Q4 		$344K Buy
+5,128
New +$340K 0.09% 138
2025
Q3 		– Sell
-2,151
Closed -$131K – 200
2025
Q2 		$131K Buy
2,151
+1,246
+138% +$71.9K 0.04% 240
2025
Q1 		$50.2K Sell
905
-3,605
-80% -$198K 0.02% 355
2024
Q4 		$235K Buy
+4,510
New +$247K 0.07% 166

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Opal Wealth Advisors's ACWX Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 1,477 shares — an estimated $101K sold.

Opal Wealth Advisors first reported a position in ACWX in Q4 2024 and held it in 5 quarters. The position peaked at $344K in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,477 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $101K.
  • Opal Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and held it in 5 quarters.
  • Opal Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $344K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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