Twin Peaks Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Twin Peaks Wealth Advisors’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	$2.96M	Buy	43,258 +5,024	+13%	+$354K	0.75%	35
2025 Q4	$2.79M	Buy	38,234 +12,096	+46%	+$801K	0.81%	35
2025 Q3	$1.7M	Buy	26,138 +98	+0.4%	+$6.13K	0.58%	42
2025 Q2	$1.63M	Buy	26,040 +913	+4%	+$52.7K	0.53%	41
2025 Q1	$1.37M	Buy	25,127 +261	+1%	+$14.3K	0.62%	43
2024 Q4	$1.3M	Buy	24,866 +8,146	+49%	+$446K	0.55%	45
2024 Q3	$957K	Buy	16,720 +6,906	+70%	+$376K	0.44%	48
2024 Q2	$521K	Buy	9,814 +373	+4%	+$19.9K	0.26%	75
2024 Q1	$504K	Buy	9,441 +4,140	+78%	+$212K	0.28%	69
2023 Q4	$271K	Buy	+5,301	New	+$255K	0.17%	99

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

Twin Peaks Wealth Advisors's ACWX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 13% in Q1 2026, buying an estimated $354K and bringing the position to 43,258 shares worth $2.96M. The position accounts for 0.75% of the portfolio, ranked #35.

Twin Peaks Wealth Advisors first reported a position in ACWX in Q4 2023 and has held it in 10 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Twin Peaks Wealth Advisors held 43,258 shares of iShares MSCI ACWI ex US ETF worth $2.96M as of Q1 2026.
Twin Peaks Wealth Advisors bought 5,024 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $354K.
iShares MSCI ACWI ex US ETF made up 0.75% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #35 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 10 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.