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 Q3	$217K	Buy	+2,870	New	+$219K	0.05%	198
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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

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

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

Opal Wealth Advisors opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 2,870 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in ACWX as recently as Q1 2026.

Opal Wealth Advisors first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. The position peaked at $344K in Q4 2025. 228 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Opal Wealth Advisors held 2,870 shares of iShares MSCI ACWI ex US ETF worth $217K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Opal Wealth Advisors position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q3 2026, its #198 holding.
Opal Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
Opal Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $344K in Q4 2025.
228 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.