Stonehaven Wealth & Tax Solutions’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stonehaven Wealth & Tax Solutions’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	$1.03M	Buy	13,597 +1,047	+8%	+$77.9K	0.83%	28
2026 Q1	$859K	Buy	12,550 +505	+4%	+$35.6K	0.76%	29
2025 Q4	$809K	Sell	12,045 -2,067	-15%	-$137K	0.73%	30
2025 Q3	$917K	Buy	14,112 +980	+7%	+$61.3K	0.85%	27
2025 Q2	$800K	Buy	13,132 +34	+0.3%	+$1.96K	0.78%	28
2025 Q1	$726K	Buy	13,098 +2,405	+22%	+$132K	0.77%	29
2024 Q4	$558K	Buy	+10,693	New	+$585K	0.61%	44

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

Stonehaven Wealth & Tax Solutions's ACWX Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.3% in Q2 2026, buying an estimated $77.9K and bringing the position to 13,597 shares worth $1.03M. The position accounts for 0.83% of the portfolio, ranked #28.

Stonehaven Wealth & Tax Solutions first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Stonehaven Wealth & Tax Solutions held 13,597 shares of iShares MSCI ACWI ex US ETF worth $1.03M as of Q2 2026.
Stonehaven Wealth & Tax Solutions bought 1,047 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $77.9K.
iShares MSCI ACWI ex US ETF made up 0.83% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #28 holding.
Stonehaven Wealth & Tax Solutions first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.