Power Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Power Wealth Management’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	$1.27M	Sell	16,731 -492	-3%	-$37.6K	0.43%	34
2026 Q2	$1.31M	Buy	17,223 +147	+0.9%	+$10.9K	0.45%	34
2026 Q1	$1.17M	Buy	17,076 +152	+0.9%	+$10.7K	0.44%	39
2025 Q4	$1.14M	Buy	16,924 +465	+3%	+$30.8K	0.4%	43
2025 Q3	$1.07M	Buy	16,459 +108	+0.7%	+$6.75K	0.39%	45
2025 Q2	$996K	Sell	16,351 -851	-5%	-$49.1K	0.38%	47
2025 Q1	$954K	Sell	17,202 -7,935	-32%	-$436K	0.39%	50
2024 Q4	$1.31M	Sell	25,137 -839	-3%	-$45.9K	0.55%	38
2024 Q3	$1.49M	Buy	25,976 +339	+1%	+$18.5K	0.63%	36
2024 Q2	$1.36M	Sell	25,637 -15,423	-38%	-$823K	0.65%	31
2024 Q1	$2.19M	Sell	41,060 -1,197	-3%	-$61.4K	1.38%	19
2023 Q4	$2.16M	Buy	+42,257	New	+$2.03M	1.5%	20

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Power Wealth Management's ACWX Position: Q3 2026 in Review

Power Wealth Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.9% in Q3 2026, selling an estimated $37.6K and leaving 16,731 shares worth $1.27M. The position accounts for 0.43% of the portfolio, ranked #34.

Power Wealth Management first reported a position in ACWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q1 2024. 304 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Power Wealth Management held 16,731 shares of iShares MSCI ACWI ex US ETF worth $1.27M as of Q3 2026.
Power Wealth Management sold 492 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $37.6K.
iShares MSCI ACWI ex US ETF made up 0.43% of Power Wealth Management's portfolio in Q3 2026, its #34 holding.
Power Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 12 quarters since.
Power Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $2.19M in Q1 2024.
304 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.