VisionPoint Advisory Group
ACWX icon

VisionPoint Advisory Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

VisionPoint Advisory Group’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
Q3 		$5.39M Buy
71,262
+36,225
+103% +$2.77M 0.85% 22
2026
Q2 		$2.67M Buy
+35,037
New +$2.61M 0.44% 57

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Premier Path Wealth Partners
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

VisionPoint Advisory Group's ACWX Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 103% in Q3 2026, buying an estimated $2.77M and bringing the position to 71,262 shares worth $5.39M. The position accounts for 0.85% of the portfolio, ranked #22.

VisionPoint Advisory Group first reported a position in ACWX in Q2 2026 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • VisionPoint Advisory Group held 71,262 shares of iShares MSCI ACWI ex US ETF worth $5.39M as of Q3 2026.
  • VisionPoint Advisory Group bought 36,225 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $2.77M.
  • iShares MSCI ACWI ex US ETF made up 0.85% of VisionPoint Advisory Group's portfolio in Q3 2026, its #22 holding.
  • VisionPoint Advisory Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2026 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.