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TFC Financial Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

TFC Financial Management’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 		$38.5K Buy
562
+312
+125% +$22K ﹤0.01% 294
2025
Q4 		$16.8K Hold
250
– – ﹤0.01% 361
2025
Q3 		$16.3K Buy
+250
New +$15.6K ﹤0.01% 366

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFC Financial Management's ACWX Position: Q1 2026 in Review

TFC Financial Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 125% in Q1 2026, buying an estimated $22K and bringing the position to 562 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

TFC Financial Management first reported a position in ACWX in Q3 2025 and has held it in 3 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • TFC Financial Management held 562 shares of iShares MSCI ACWI ex US ETF worth $38.5K as of Q1 2026.
  • TFC Financial Management bought 312 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $22K.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #294 holding.
  • TFC Financial Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 3 quarters since.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.