Opulen Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Opulen Financial Group’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 Q1	$266K	Buy	3,888 +115	+3%	+$8.11K	0.19%	90
2025 Q4	$253K	Buy	3,773 +58	+2%	+$3.84K	0.18%	88
2025 Q3	$241K	Hold	3,715	–	–	0.18%	92
2025 Q2	$226K	Sell	3,715 -1,691	-31%	-$97.6K	0.19%	89
2025 Q1	$300K	Hold	5,406	–	–	0.27%	71
2024 Q4	$282K	Buy	+5,406	New	+$296K	0.26%	72

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Opulen Financial Group's ACWX Position: Q1 2026 in Review

Opulen Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3% in Q1 2026, buying an estimated $8.11K and bringing the position to 3,888 shares worth $266K. The position accounts for 0.19% of the portfolio, ranked #90.

Opulen Financial Group first reported a position in ACWX in Q4 2024 and has held it in 6 quarters since. The position peaked at $300K in Q1 2025. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Opulen Financial Group held 3,888 shares of iShares MSCI ACWI ex US ETF worth $266K as of Q1 2026.
Opulen Financial Group bought 115 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $8.11K.
iShares MSCI ACWI ex US ETF made up 0.19% of Opulen Financial Group's portfolio in Q1 2026, its #90 holding.
Opulen Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 6 quarters since.
Opulen Financial Group's iShares MSCI ACWI ex US ETF position peaked at $300K in Q1 2025.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.