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Valmark Advisers’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Valmark Advisers’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 		$539K Buy
7,087
+235
+3% +$17.5K 0.01% 484
2026
Q1 		$469K Sell
6,852
-24
-0.3% -$1.69K 0.01% 480
2025
Q4 		$462K Buy
6,876
+67
+1% +$4.44K 0.01% 458
2025
Q3 		$443K Buy
6,809
+2,991
+78% +$187K 0.01% 459
2025
Q2 		$233K Buy
+3,818
New +$220K ﹤0.01% 601
2023
Q2 		– Sell
-4,642
Closed -$226K – 471
2023
Q1 		$226K Buy
+4,642
New +$224K ﹤0.01% 436

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

Valmark Advisers's ACWX Position: Q2 2026 in Review

Valmark Advisers increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.4% in Q2 2026, buying an estimated $17.5K and bringing the position to 7,087 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #484.

Valmark Advisers first reported a position in ACWX in Q1 2023 and has held it in 6 quarters since. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Valmark Advisers held 7,087 shares of iShares MSCI ACWI ex US ETF worth $539K as of Q2 2026.
  • Valmark Advisers bought 235 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $17.5K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #484 holding.
  • Valmark Advisers first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 6 quarters since.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.