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Sowell Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sowell Financial Services’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 		$1.06M Buy
13,906
+6,979
+101% +$519K 0.03% 451
2026
Q1 		$474K Sell
6,927
-184
-3% -$13K 0.02% 650
2025
Q4 		$477K Buy
7,111
+1,346
+23% +$89.2K 0.02% 662
2025
Q3 		$375K Buy
5,765
+2,370
+70% +$148K 0.01% 736
2025
Q2 		$207K Buy
+3,395
New +$196K 0.01% 956

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

Sowell Financial Services's ACWX Position: Q2 2026 in Review

Sowell Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 101% in Q2 2026, buying an estimated $519K and bringing the position to 13,906 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #451.

Sowell Financial Services first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Sowell Financial Services held 13,906 shares of iShares MSCI ACWI ex US ETF worth $1.06M as of Q2 2026.
  • Sowell Financial Services bought 6,979 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $519K.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #451 holding.
  • Sowell Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.