Sharkey, Howes & Javer’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sharkey, Howes & Javer’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	$5.67M	Buy	74,443 +28,676	+63%	+$2.13M	0.68%	28
2026 Q1	$3.13M	Buy	+45,767	New	+$3.23M	0.42%	39
2016 Q2	–	Sell	-195	Closed	-$8K	–	242
2016 Q1	$8K	Sell	195 -15,267	-99%	-$571K	0.01%	187
2015 Q4	$612K	Buy	15,462 +2,357	+18%	+$96.5K	0.43%	20
2015 Q3	$528K	Buy	+13,105	New	+$551K	0.41%	22

Other funds holding ACWX

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return