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

SMART Wealth’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 Q3	$604K	Buy	+7,991	New	+$610K	0.12%	149

Other funds holding ACWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

SMART Wealth's ACWX Position: Q3 2026 in Review

SMART Wealth opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 7,991 shares worth $604K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

537 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

SMART Wealth held 7,991 shares of iShares MSCI ACWI ex US ETF worth $604K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new SMART Wealth position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.12% of SMART Wealth's portfolio in Q3 2026, its #149 holding.
537 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.