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Savvy Advisors Inc’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Savvy Advisors Inc’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 		$842K Buy
11,064
+839
+8% +$62.4K 0.02% 584
2026
Q1 		$700K Sell
10,225
-1,015
-9% -$71.6K 0.02% 549
2025
Q4 		$755K Sell
11,240
-2,597
-19% -$172K 0.02% 433
2025
Q3 		$900K Buy
13,837
+7,600
+122% +$475K 0.04% 292
2025
Q2 		$380K Buy
+6,237
New +$360K 0.03% 427

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 $8.38B AUM 25.07% 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 22.9% 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

Savvy Advisors Inc's ACWX Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.2% in Q2 2026, buying an estimated $62.4K and bringing the position to 11,064 shares worth $842K. The position accounts for 0.02% of the portfolio, ranked #584.

Savvy Advisors Inc first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. The position peaked at $900K in Q3 2025. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Savvy Advisors Inc held 11,064 shares of iShares MSCI ACWI ex US ETF worth $842K as of Q2 2026.
  • Savvy Advisors Inc bought 839 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $62.4K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #584 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's iShares MSCI ACWI ex US ETF position peaked at $900K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.