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

Visionary 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 Q2	$1.51M	Buy	19,798 +9,827	+99%	+$731K	0.06%	236
2026 Q1	$683K	Buy	9,971 +4,019	+68%	+$284K	0.03%	339
2025 Q4	$400K	Buy	5,952 +1,919	+48%	+$127K	0.02%	435
2025 Q3	$262K	Buy	4,033 +425	+12%	+$26.6K	0.01%	516
2025 Q2	$220K	Buy	+3,608	New	+$208K	0.01%	534
2024 Q4	–	Sell	-3,598	Closed	-$206K	–	536
2024 Q3	$206K	Sell	3,598 -218	-6%	-$11.9K	0.01%	511
2024 Q2	$203K	Buy	+3,816	New	+$204K	0.01%	488

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Visionary Wealth Advisors's ACWX Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 99% in Q2 2026, buying an estimated $731K and bringing the position to 19,798 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #236.

Visionary Wealth Advisors first reported a position in ACWX in Q2 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Visionary Wealth Advisors held 19,798 shares of iShares MSCI ACWI ex US ETF worth $1.51M as of Q2 2026.
Visionary Wealth Advisors bought 9,827 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $731K.
iShares MSCI ACWI ex US ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q2 2026, its #236 holding.
Visionary Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.