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Plan A Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Plan A Wealth’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 		$446K Sell
5,866
-345
-6% -$25.7K 0.19% 87
2026
Q1 		$425K Sell
6,211
-91
-1% -$6.42K 0.2% 82
2025
Q4 		$423K Buy
+6,302
New +$418K 0.21% 85

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

Plan A Wealth's ACWX Position: Q2 2026 in Review

Plan A Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.6% in Q2 2026, selling an estimated $25.7K and leaving 5,866 shares worth $446K. The position accounts for 0.19% of the portfolio, ranked #87.

Plan A Wealth first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Plan A Wealth held 5,866 shares of iShares MSCI ACWI ex US ETF worth $446K as of Q2 2026.
  • Plan A Wealth sold 345 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $25.7K.
  • iShares MSCI ACWI ex US ETF made up 0.19% of Plan A Wealth's portfolio in Q2 2026, its #87 holding.
  • Plan A Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.