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Soltis Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Soltis Investment 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 		$497K Sell
6,536
-38
-0.6% -$2.83K 0.03% 364
2026
Q1 		$450K Buy
6,574
+1,091
+20% +$77K 0.03% 360
2025
Q4 		$368K Hold
5,483
– – 0.02% 369
2025
Q3 		$356K Hold
5,483
– – 0.02% 347
2025
Q2 		$334K Hold
5,483
– – 0.03% 305
2025
Q1 		$304K Hold
5,483
– – 0.03% 303
2024
Q4 		$286K Hold
5,483
– – 0.03% 293
2024
Q3 		$314K Buy
+5,483
New +$299K 0.03% 272

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

Soltis Investment Advisors's ACWX Position: Q2 2026 in Review

Soltis Investment Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.58% in Q2 2026, selling an estimated $2.83K and leaving 6,536 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #364.

Soltis Investment Advisors first reported a position in ACWX in Q3 2024 and has held it in 8 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Soltis Investment Advisors held 6,536 shares of iShares MSCI ACWI ex US ETF worth $497K as of Q2 2026.
  • Soltis Investment Advisors sold 38 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.83K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #364 holding.
  • Soltis Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2024 and has held it in 8 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.