Sound Financial Strategies Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sound Financial Strategies Group’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	$215K	Buy	+2,822	New	+$210K	0.14%	117

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sound Financial Strategies Group's ACWX Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 2,822 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #117 among its holdings.

741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Sound Financial Strategies Group held 2,822 shares of iShares MSCI ACWI ex US ETF worth $215K as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Sound Financial Strategies Group position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.14% of Sound Financial Strategies Group's portfolio in Q2 2026, its #117 holding.
741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.