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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
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

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

Power Wealth Management's ACWX Position: Q2 2026 in Review

Power Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.86% in Q2 2026, buying an estimated $10.9K and bringing the position to 17,223 shares worth $1.31M. The position accounts for 0.45% of the portfolio, ranked #34.

Power Wealth Management first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.19M in Q1 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Power Wealth Management held 17,223 shares of iShares MSCI ACWI ex US ETF worth $1.31M as of Q2 2026.
  • Power Wealth Management bought 147 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $10.9K.
  • iShares MSCI ACWI ex US ETF made up 0.45% of Power Wealth Management's portfolio in Q2 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 11 quarters since.
  • Power Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $2.19M in Q1 2024.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.