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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
Q3 		$510K Buy
6,746
+880
+15% +$67.2K 0.18% 83
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Plan A Wealth's ACWX Position: Q3 2026 in Review

Plan A Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 15% in Q3 2026, buying an estimated $67.2K and bringing the position to 6,746 shares worth $510K. The position accounts for 0.18% of the portfolio, ranked #83.

Plan A Wealth first reported a position in ACWX in Q4 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Plan A Wealth held 6,746 shares of iShares MSCI ACWI ex US ETF worth $510K as of Q3 2026.
  • Plan A Wealth bought 880 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $67.2K.
  • iShares MSCI ACWI ex US ETF made up 0.18% of Plan A Wealth's portfolio in Q3 2026, its #83 holding.
  • Plan A Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.