Premier Path Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Premier Path Wealth Partners’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	$35.2M	Buy	462,777 +22,933	+5%	+$1.71M	4.05%	2
2026 Q1	$30.1M	Buy	439,844 +169,293	+63%	+$11.9M	3.92%	2
2025 Q4	$18.2M	Buy	270,551 +64,073	+31%	+$4.25M	2.35%	5
2025 Q3	$13.4M	Buy	206,478 +25,910	+14%	+$1.62M	1.73%	7
2025 Q2	$11M	Buy	180,568 +27,639	+18%	+$1.6M	1.53%	10
2025 Q1	$8.48M	Buy	152,929 +15,940	+12%	+$875K	1.32%	14
2024 Q4	$7.15M	Buy	136,989 +28,857	+27%	+$1.58M	1.09%	21
2024 Q3	$6.19M	Buy	108,132 +23,251	+27%	+$1.27M	0.98%	21
2024 Q2	$4.51M	Buy	84,881 +11,183	+15%	+$596K	0.77%	31
2024 Q1	$4.08M	Buy	73,698 +30,073	+69%	+$1.54M	0.77%	31
2023 Q4	$2.28M	Buy	+43,625	New	+$2.1M	0.51%	41

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Premier Path Wealth Partners's ACWX Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.2% in Q2 2026, buying an estimated $1.71M and bringing the position to 462,777 shares worth $35.2M. The position accounts for 4.05% of the portfolio, ranked #2.

Premier Path Wealth Partners first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Premier Path Wealth Partners held 462,777 shares of iShares MSCI ACWI ex US ETF worth $35.2M as of Q2 2026.
Premier Path Wealth Partners bought 22,933 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.71M.
iShares MSCI ACWI ex US ETF made up 4.05% of Premier Path Wealth Partners's portfolio in Q2 2026, its #2 holding.
Premier Path Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.