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

PlanVest Financial’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 		$564K Buy
7,407
+1,484
+25% +$110K 0.38% 49
2026
Q1 		$406K Buy
+5,923
New +$418K 0.31% 64

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PlanVest Financial's ACWX Position: Q2 2026 in Review

PlanVest Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 25% in Q2 2026, buying an estimated $110K and bringing the position to 7,407 shares worth $564K. The position accounts for 0.38% of the portfolio, ranked #49.

PlanVest Financial first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 714 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • PlanVest Financial held 7,407 shares of iShares MSCI ACWI ex US ETF worth $564K as of Q2 2026.
  • PlanVest Financial bought 1,484 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $110K.
  • iShares MSCI ACWI ex US ETF made up 0.38% of PlanVest Financial's portfolio in Q2 2026, its #49 holding.
  • PlanVest Financial first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 714 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.