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

Sagespring 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	$1.88M	Buy	24,745 +408	+2%	+$30.4K	0.03%	226
2026 Q1	$1.67M	Buy	24,337 +145	+0.6%	+$10.2K	0.03%	219
2025 Q4	$1.62M	Buy	24,192 +76	+0.3%	+$5.04K	0.03%	221
2025 Q3	$1.57M	Buy	24,116 +948	+4%	+$59.3K	0.03%	220
2025 Q2	$1.41M	Buy	23,168 +5,917	+34%	+$342K	0.03%	219
2025 Q1	$957K	Buy	17,251 +653	+4%	+$35.9K	0.02%	249
2024 Q4	$866K	Buy	+16,598	New	+$908K	0.02%	243

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

Sagespring Wealth Partners's ACWX Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.7% in Q2 2026, buying an estimated $30.4K and bringing the position to 24,745 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #226.

Sagespring Wealth Partners first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Sagespring Wealth Partners held 24,745 shares of iShares MSCI ACWI ex US ETF worth $1.88M as of Q2 2026.
Sagespring Wealth Partners bought 408 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $30.4K.
iShares MSCI ACWI ex US ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #226 holding.
Sagespring Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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