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United Capital Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

United Capital Financial 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
Q2 		$980K Buy
12,886
+120
+0.9% +$8.93K 0.01% 808
2026
Q1 		$874K Buy
12,766
+6,213
+95% +$438K 0.01% 810
2025
Q4 		$440K Buy
6,553
+2,718
+71% +$180K ﹤0.01% 1018
2025
Q3 		$249K Buy
+3,835
New +$240K ﹤0.01% 1081
2024
Q2 		– Sell
-4,638
Closed -$248K – 1032
2024
Q1 		$248K Sell
4,638
-10,166
-69% -$522K ﹤0.01% 940
2023
Q4 		$756K Buy
14,804
+8,389
+131% +$404K 0.01% 624
2023
Q3 		$302K Hold
6,415
– – ﹤0.01% 723
2023
Q2 		$316K Sell
6,415
-2,943
-31% -$145K ﹤0.01% 757
2023
Q1 		$456K Sell
9,358
-94,054
-91% -$4.53M ﹤0.01% 742
2022
Q4 		$4.71M Buy
103,412
+97,001
+1,513% +$4.25M 0.03% 334
2022
Q3 		$257K Sell
6,411
-26
-0.4% -$1.16K ﹤0.01% 953
2022
Q2 		$290K Sell
6,437
-47
-0.7% -$2.27K ﹤0.01% 953
2022
Q1 		$339K Sell
6,484
-40
-0.6% -$2.13K ﹤0.01% 957
2021
Q4 		$363K Sell
6,524
-101
-2% -$5.68K ﹤0.01% 962
2021
Q3 		$367K Sell
6,625
-180
-3% -$10.3K ﹤0.01% 948
2021
Q2 		$391K Sell
6,805
-139
-2% -$7.98K ﹤0.01% 944
2021
Q1 		$383K Sell
6,944
-1,322
-16% -$73.1K ﹤0.01% 923
2020
Q4 		$438K Sell
8,266
-291
-3% -$14.4K ﹤0.01% 881
2020
Q3 		$394K Sell
8,557
-14,982
-64% -$690K ﹤0.01% 887
2020
Q2 		$1.02M Sell
23,539
-10,424
-31% -$426K 0.01% 663
2020
Q1 		$1.28M Buy
33,963
+28,732
+549% +$1.29M 0.01% 577
2019
Q4 		$257K Buy
5,231
+163
+3% +$7.77K ﹤0.01% 1197
2019
Q3 		$233K Sell
5,068
-1,000
-16% -$45.8K ﹤0.01% 1144
2019
Q2 		$284K Sell
6,068
-8
-0.1% -$372 ﹤0.01% 1240
2019
Q1 		$281K Buy
+6,076
New +$274K ﹤0.01% 1149
2016
Q4 		– Sell
-615,908
Closed -$25.5M – 1250
2016
Q3 		$25.5M Buy
+615,908
New +$25.1M 0.25% 92

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

United Capital Financial Advisors's ACWX Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.94% in Q2 2026, buying an estimated $8.93K and bringing the position to 12,886 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #808.

United Capital Financial Advisors first reported a position in ACWX in Q3 2016 and has held it in 26 quarters since. The position peaked at $25.5M in Q3 2016. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • United Capital Financial Advisors held 12,886 shares of iShares MSCI ACWI ex US ETF worth $980K as of Q2 2026.
  • United Capital Financial Advisors bought 120 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $8.93K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #808 holding.
  • United Capital Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2016 and has held it in 26 quarters since.
  • United Capital Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $25.5M in Q3 2016.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.