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

Sax Wealth Advisors’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	$302K	Hold	4,415	–	–	0.01%	445
2026 Q1	$296K	Hold	4,415	–	–	0.01%	390
2025 Q4	$296K	Buy	4,415 +98	+2%	+$6.49K	0.01%	398
2025 Q3	$281K	Hold	4,317	–	–	0.02%	361
2025 Q2	$263K	Buy	+4,317	New	+$249K	0.02%	365

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 $8.38B AUM 25.07% 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 22.9% 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

Sax Wealth Advisors's ACWX Position: Q2 2026 in Review

Sax Wealth Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,415 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #445.

Sax Wealth Advisors first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Sax Wealth Advisors held 4,415 shares of iShares MSCI ACWI ex US ETF worth $302K as of Q2 2026.
Sax Wealth Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #445 holding.
Sax Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.