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

WBH Advisory’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 		$740K Sell
9,723
-7
-0.1% -$521 0.05% 205
2026
Q1 		$675K Buy
9,730
+370
+4% +$26.1K 0.05% 202
2025
Q4 		$628K Buy
9,360
+2
+0% +$133 0.05% 214
2025
Q3 		$608K Hold
9,358
– – 0.05% 215
2025
Q2 		$570K Hold
9,358
– – 0.05% 214
2025
Q1 		$519K Sell
9,358
-4,280
-31% -$235K 0.05% 206
2024
Q4 		$711K Buy
13,638
+2,545
+23% +$139K 0.07% 182
2024
Q3 		$635K Hold
11,093
– – 0.06% 188
2024
Q2 		$589K Buy
11,093
+2,116
+24% +$113K 0.06% 191
2024
Q1 		$479K Buy
8,977
+50
+0.6% +$2.57K 0.05% 219
2023
Q4 		$456K Buy
+8,927
New +$430K 0.05% 222

Other funds holding ACWX

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $3.32B AUM 20.01% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

WBH Advisory's ACWX Position: Q2 2026 in Review

WBH Advisory reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.07% in Q2 2026, selling an estimated $521 and leaving 9,723 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #205.

WBH Advisory first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • WBH Advisory held 9,723 shares of iShares MSCI ACWI ex US ETF worth $740K as of Q2 2026.
  • WBH Advisory sold 7 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $521.
  • iShares MSCI ACWI ex US ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #205 holding.
  • WBH Advisory first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.