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

Pacific Excel 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
-10,616
Closed -$727K – 230
2026
Q1 		$727K Buy
+10,616
New +$749K 0.76% 43

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

Pacific Excel Wealth Advisors's ACWX Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 10,616 shares — an estimated $727K sold.

Pacific Excel Wealth Advisors first reported a position in ACWX in Q1 2026 and held it in 1 quarter. The position peaked at $727K in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 10,616 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $727K.
  • Pacific Excel Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $727K in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.