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SHP Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SHP Wealth Management’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 		$6.46K Buy
85
+28
+49% +$2.08K ﹤0.01% 1100
2026
Q1 		$3.9K Buy
57
+25
+78% +$1.76K ﹤0.01% 1126
2025
Q4 		$2.17K Buy
+32
New +$2.12K ﹤0.01% 1116

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

SHP Wealth Management's ACWX Position: Q2 2026 in Review

SHP Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 49% in Q2 2026, buying an estimated $2.08K and bringing the position to 85 shares worth $6.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

SHP Wealth Management first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • SHP Wealth Management held 85 shares of iShares MSCI ACWI ex US ETF worth $6.46K as of Q2 2026.
  • SHP Wealth Management bought 28 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.08K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • SHP Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.