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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

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 $8.19B AUM 30.56% 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 22.96% 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

Sharkey, Howes & Javer's ACWX Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 63% in Q2 2026, buying an estimated $2.13M and bringing the position to 74,443 shares worth $5.67M. The position accounts for 0.68% of the portfolio, ranked #28.

Sharkey, Howes & Javer first reported a position in ACWX in Q3 2015 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Sharkey, Howes & Javer held 74,443 shares of iShares MSCI ACWI ex US ETF worth $5.67M as of Q2 2026.
  • Sharkey, Howes & Javer bought 28,676 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.13M.
  • iShares MSCI ACWI ex US ETF made up 0.68% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #28 holding.
  • Sharkey, Howes & Javer first reported a position in iShares MSCI ACWI ex US ETF in Q3 2015 and has held it in 5 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.