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

Stratos Wealth Partners’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 Q1	$1.3M	Hold	18,990	–	–	0.01%	703
2025 Q4	$1.27M	Buy	18,990 +167	+0.9%	+$11.1K	0.01%	687
2025 Q3	$1.22M	Buy	18,823 +8,163	+77%	+$510K	0.01%	675
2025 Q2	$650K	Buy	10,660 +1,406	+15%	+$81.2K	0.01%	833
2025 Q1	$513K	Hold	9,254	–	–	0.01%	879
2024 Q4	$483K	Sell	9,254 -145	-2%	-$7.93K	0.01%	944
2024 Q3	$538K	Buy	9,399 +215	+2%	+$11.7K	0.01%	918
2024 Q2	$488K	Sell	9,184 -43	-0.5%	-$2.29K	0.01%	906
2024 Q1	$493K	Buy	9,227 +409	+5%	+$21K	0.01%	897
2023 Q4	$450K	Buy	8,818 +108	+1%	+$5.2K	0.01%	909
2023 Q3	$409K	Hold	8,710	–	–	0.01%	894
2023 Q2	$429K	Buy	8,710 +2,210	+34%	+$109K	0.01%	826
2023 Q1	$317K	Sell	6,500 -4,449	-41%	-$214K	0.01%	850
2022 Q4	$498K	Buy	10,949 +1,129	+11%	+$49.5K	0.01%	737
2022 Q3	$393K	Buy	9,820 +91	+0.9%	+$4.05K	0.01%	776
2022 Q2	$438K	Buy	9,729 +2,066	+27%	+$100K	0.01%	780
2022 Q1	$401K	Hold	7,663	–	–	0.01%	891
2021 Q4	$426K	Hold	7,663	–	–	0.01%	862
2021 Q3	$425K	Hold	7,663	–	–	0.01%	810
2021 Q2	$441K	Hold	7,663	–	–	0.01%	816
2021 Q1	$423K	Sell	7,663 -1,034	-12%	-$57.1K	0.01%	762
2020 Q4	$461K	Hold	8,697	–	–	0.01%	705
2020 Q3	$400K	Hold	8,697	–	–	0.01%	688
2020 Q2	$376K	Hold	8,697	–	–	0.01%	698
2020 Q1	$327K	Buy	8,697 +3,308	+61%	+$149K	0.02%	659
2019 Q4	$265K	Sell	5,389 -292	-5%	-$13.9K	0.01%	794
2019 Q3	$262K	Buy	5,681 +292	+5%	+$13.4K	0.01%	774
2019 Q2	$252K	Hold	5,389	–	–	0.01%	794
2019 Q1	$249K	Sell	5,389 -11	-0.2%	-$495	0.01%	784
2018 Q4	$227K	Sell	5,400 -244	-4%	-$10.8K	0.01%	760
2018 Q3	$269K	Buy	5,644 +244	+5%	+$11.6K	0.01%	752
2018 Q2	$255K	Sell	5,400 -75	-1%	-$3.71K	0.01%	815
2018 Q1	$272K	Sell	5,475 -2,373	-30%	-$121K	0.01%	765
2017 Q4	$392K	Buy	7,848 +2,373	+43%	+$117K	0.02%	590
2017 Q3	$265K	Hold	5,475	–	–	0.01%	741
2017 Q2	$250K	Hold	5,475	–	–	0.01%	705
2017 Q1	$239K	Hold	5,475	–	–	0.01%	660
2016 Q4	$220K	Hold	5,475	–	–	0.01%	628
2016 Q3	$227K	Hold	5,475	–	–	0.02%	583
2016 Q2	$213K	Hold	5,475	–	–	0.02%	552
2016 Q1	$216K	Sell	5,475 -11,267	-67%	-$421K	0.02%	495
2015 Q4	$663K	Buy	16,742 +11,342	+210%	+$464K	0.06%	242
2015 Q3	$211K	Hold	5,400	–	–	0.03%	471
2015 Q2	$239K	Hold	5,400	–	–	0.03%	420
2015 Q1	$241K	Hold	5,400	–	–	0.03%	489
2014 Q4	$232K	Buy	+5,400	New	+$239K	0.04%	402

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's ACWX Position: Q1 2026 in Review

Stratos Wealth Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q1 2026 at 18,990 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #703.

Stratos Wealth Partners first reported a position in ACWX in Q4 2014 and has held it in 46 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Stratos Wealth Partners held 18,990 shares of iShares MSCI ACWI ex US ETF worth $1.3M as of Q1 2026.
Stratos Wealth Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q1 2026.
iShares MSCI ACWI ex US ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #703 holding.
Stratos Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2014 and has held it in 46 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.