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

Regimen 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 Q2	$540K	Buy	7,090 +78	+1%	+$5.8K	0.15%	52
2026 Q1	$480K	Hold	7,012	–	–	0.14%	52
2025 Q4	$471K	Buy	7,012 +109	+2%	+$7.22K	0.14%	52
2025 Q3	$449K	Hold	6,903	–	–	0.13%	54
2025 Q2	$421K	Sell	6,903 -621	-8%	-$35.9K	0.13%	54
2025 Q1	$417K	Hold	7,524	–	–	0.13%	44
2024 Q4	$392K	Buy	7,524 +108	+1%	+$5.91K	0.13%	45
2024 Q3	$424K	Hold	7,416	–	–	0.14%	44
2024 Q2	$394K	Buy	7,416 +109	+1%	+$5.81K	0.14%	45
2024 Q1	$390K	Hold	7,307	–	–	0.14%	43
2023 Q4	$373K	Buy	7,307 +102	+1%	+$4.91K	0.14%	43
2023 Q3	$339K	Hold	7,205	–	–	0.14%	44
2023 Q2	$355K	Buy	7,205 +116	+2%	+$5.71K	0.15%	40
2023 Q1	$346K	Hold	7,089	–	–	0.15%	41
2022 Q4	$323K	Buy	+7,089	New	+$311K	0.22%	40

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

Regimen Wealth's ACWX Position: Q2 2026 in Review

Regimen Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $5.8K and bringing the position to 7,090 shares worth $540K. The position accounts for 0.15% of the portfolio, ranked #52.

Regimen Wealth first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Regimen Wealth held 7,090 shares of iShares MSCI ACWI ex US ETF worth $540K as of Q2 2026.
Regimen Wealth bought 78 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $5.8K.
iShares MSCI ACWI ex US ETF made up 0.15% of Regimen Wealth's portfolio in Q2 2026, its #52 holding.
Regimen Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.