U.S. Capital Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

U.S. Capital 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	$829K	Buy	12,107 +7,297	+152%	+$515K	0.02%	564
2025 Q4	$323K	Hold	4,810	–	–	0.01%	780
2025 Q3	$313K	Hold	4,810	–	–	0.01%	760
2025 Q2	$293K	Buy	4,810 +11	+0.2%	+$635	0.01%	723
2025 Q1	$266K	Hold	4,799	–	–	0.01%	731
2024 Q4	$250K	Buy	+4,799	New	+$263K	0.01%	724
2023 Q4	–	Sell	-4,691	Closed	-$221K	–	659
2023 Q3	$221K	Hold	4,691	–	–	0.01%	579
2023 Q2	$231K	Buy	+4,691	New	+$231K	0.01%	591
2023 Q1	–	Sell	-2,930	Closed	-$133K	–	642
2022 Q4	$133K	Buy	+2,930	New	+$129K	0.01%	687

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 $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 $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.33B AUM 37.42% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's ACWX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 152% in Q1 2026, buying an estimated $515K and bringing the position to 12,107 shares worth $829K. The position accounts for 0.02% of the portfolio, ranked #564.

U.S. Capital Wealth Advisors first reported a position in ACWX in Q4 2022 and has held it in 9 quarters since. 704 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

U.S. Capital Wealth Advisors held 12,107 shares of iShares MSCI ACWI ex US ETF worth $829K as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,297 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $515K.
iShares MSCI ACWI ex US ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #564 holding.
U.S. Capital Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 9 quarters since.
704 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.