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RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-55,029
Closed -$3.77M – 1593
2026
Q1 		$3.77M Sell
55,029
-273
-0.5% -$19.3K 0.59% 25
2025
Q4 		$3.71M Sell
55,302
-634
-1% -$42K 0.57% 29
2025
Q3 		$3.64M Hold
55,936
– – 0.65% 26
2025
Q2 		$3.41M Sell
55,936
-3,381
-6% -$195K 0.68% 26
2025
Q1 		$3.29M Sell
59,317
-350
-0.6% -$19.2K 0.75% 25
2024
Q4 		$3.11M Buy
59,667
+866
+1% +$47.4K 0.72% 24
2024
Q3 		$3.36M Hold
58,801
– – 0.81% 24
2024
Q2 		$3.12M Buy
58,801
+4,264
+8% +$227K 0.89% 24
2024
Q1 		$2.91M Buy
54,537
+6,847
+14% +$351K 0.87% 23
2023
Q4 		$2.43M Buy
+47,690
New +$2.3M 0.74% 24

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ACWX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 55,029 shares — an estimated $3.77M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ACWX in Q4 2023 and held it in 10 quarters. The position peaked at $3.77M in Q1 2026. 237 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 55,029 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.77M.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and held it in 10 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares MSCI ACWI ex US ETF position peaked at $3.77M in Q1 2026.
  • 237 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.