SageView Advisory Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SageView Advisory Group’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	$693K	Buy	9,110 +98	+1%	+$7.29K	0.02%	304
2026 Q1	$617K	Sell	9,012 -10	-0.1%	-$705	0.02%	316
2025 Q4	$606K	Buy	9,022 +139	+2%	+$9.21K	0.02%	328
2025 Q3	$577K	Hold	8,883	–	–	0.02%	355
2025 Q2	$545K	Buy	8,883 +122	+1%	+$7.04K	0.02%	355
2025 Q1	$486K	Sell	8,761 -3,827	-30%	-$210K	0.02%	352
2024 Q4	$657K	Buy	12,588 +180	+1%	+$9.85K	0.03%	294
2024 Q3	$710K	Hold	12,408	–	–	0.04%	243
2024 Q2	$659K	Buy	+12,408	New	+$662K	0.03%	291
2024 Q1	–	Sell	-11,138	Closed	-$562K	–	521
2023 Q4	$562K	Buy	11,138 +153	+1%	+$7.36K	0.02%	368
2023 Q3	$516K	Sell	10,985 -141	-1%	-$6.9K	0.03%	323
2023 Q2	$548K	Buy	11,126 +315	+3%	+$15.5K	0.03%	334
2023 Q1	$527K	Sell	10,811 -10,919	-50%	-$526K	0.03%	299
2022 Q4	$989K	Buy	+21,730	New	+$953K	0.08%	153

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

SageView Advisory Group's ACWX Position: Q2 2026 in Review

SageView Advisory Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $7.29K and bringing the position to 9,110 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #304.

SageView Advisory Group first reported a position in ACWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $989K in Q4 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

SageView Advisory Group held 9,110 shares of iShares MSCI ACWI ex US ETF worth $693K as of Q2 2026.
SageView Advisory Group bought 98 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $7.29K.
iShares MSCI ACWI ex US ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #304 holding.
SageView Advisory Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares MSCI ACWI ex US ETF position peaked at $989K in Q4 2022.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.