Philip James Wealth Mangement’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Philip James Wealth Mangement’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	$2.87M	Sell	41,983 -4,642	-10%	-$327K	0.33%	58
2025 Q4	$3.13M	Sell	46,625 -536	-1%	-$35.5K	0.36%	57
2025 Q3	$3.07M	Sell	47,161 -3,795	-7%	-$237K	0.36%	57
2025 Q2	$3.11M	Buy	50,956 +171	+0.3%	+$9.87K	0.4%	54
2025 Q1	$2.82M	Sell	50,785 -16,160	-24%	-$887K	0.34%	55
2024 Q4	$3.49M	Sell	66,945 -202,242	-75%	-$11.1M	0.45%	49
2024 Q3	$15.4M	Buy	269,187 +5,118	+2%	+$279K	1.89%	7
2024 Q2	$14M	Buy	264,069 +43,261	+20%	+$2.31M	9.34%	1
2024 Q1	$11.8M	Buy	220,808 +4,919	+2%	+$252K	8.35%	3
2023 Q4	$11M	Buy	+215,889	New	+$10.4M	8.53%	4

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 $7.32B AUM 26.67% 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

Philip James Wealth Mangement's ACWX Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 10% in Q1 2026, selling an estimated $327K and leaving 41,983 shares worth $2.87M. The position accounts for 0.33% of the portfolio, ranked #58.

Philip James Wealth Mangement first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q3 2024. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Philip James Wealth Mangement held 41,983 shares of iShares MSCI ACWI ex US ETF worth $2.87M as of Q1 2026.
Philip James Wealth Mangement sold 4,642 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $327K.
iShares MSCI ACWI ex US ETF made up 0.33% of Philip James Wealth Mangement's portfolio in Q1 2026, its #58 holding.
Philip James Wealth Mangement first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's iShares MSCI ACWI ex US ETF position peaked at $15.4M in Q3 2024.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.