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

Wealth Alliance’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	$1.33M	Buy	+17,501	New	+$1.3M	0.11%	164
2026 Q1	–	Sell	-13,171	Closed	-$884K	–	549
2025 Q4	$884K	Buy	13,171 +486	+4%	+$32.2K	0.09%	201
2025 Q3	$825K	Buy	+12,685	New	+$793K	0.08%	205
2022 Q3	–	Sell	-17,666	Closed	-$795K	–	452
2022 Q2	$795K	Buy	17,666 +7,634	+76%	+$370K	0.15%	152
2022 Q1	$524K	Buy	+10,032	New	+$534K	0.11%	205
2021 Q4	–	Sell	-5,857	Closed	-$324K	–	448
2021 Q3	$324K	Buy	+5,857	New	+$334K	0.07%	300
2020 Q2	–	Sell	-8,359	Closed	-$315K	–	304
2020 Q1	$315K	Buy	+8,359	New	+$376K	0.17%	151

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

Wealth Alliance's ACWX Position: Q2 2026 in Review

Wealth Alliance opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 17,501 shares worth $1.33M. The stake represents 0.11% of the portfolio and ranks #164 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in ACWX as recently as Q4 2025.

Wealth Alliance first reported a position in ACWX in Q1 2020 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Wealth Alliance held 17,501 shares of iShares MSCI ACWI ex US ETF worth $1.33M as of Q2 2026.
iShares MSCI ACWI ex US ETF was a new Wealth Alliance position in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.11% of Wealth Alliance's portfolio in Q2 2026, its #164 holding.
Wealth Alliance first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 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 Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.