Wealth Enhancement Advisory Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wealth Enhancement Advisory Services’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	$11.9M	Buy	157,333 +19,931	+15%	+$1.48M	0.02%	605
2026 Q1	$9.47M	Buy	137,402 +34,864	+34%	+$2.46M	0.02%	603
2025 Q4	$7.09M	Sell	102,538 -3,582	-3%	-$237K	0.01%	848
2025 Q3	$6.99M	Buy	106,120 +5,911	+6%	+$370K	0.01%	805
2025 Q2	$6.14M	Sell	100,209 -1,886	-2%	-$109K	0.01%	823
2025 Q1	$5.66M	Sell	102,095 -18,764	-16%	-$1.03M	0.01%	785
2024 Q4	$6.3M	Buy	120,859 +14,414	+14%	+$788K	0.01%	718
2024 Q3	$6.09M	Buy	106,445 +4,559	+4%	+$248K	0.01%	672
2024 Q2	$5.41M	Buy	101,886 +2,304	+2%	+$123K	0.01%	663
2024 Q1	$5.32M	Buy	99,582 +28,417	+40%	+$1.46M	0.01%	643
2023 Q4	$3.63M	Buy	71,165 +16,931	+31%	+$815K	0.01%	697
2023 Q3	$2.55M	Buy	+54,234	New	+$2.65M	0.01%	778

Other funds holding ACWX

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

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

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

AWMNH

Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACWX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 15% in Q2 2026, buying an estimated $1.48M and bringing the position to 157,333 shares worth $11.9M. The position accounts for 0.02% of the portfolio, ranked #605.

Wealth Enhancement Advisory Services first reported a position in ACWX in Q3 2023 and has held it in 12 quarters since. 139 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Wealth Enhancement Advisory Services held 157,333 shares of iShares MSCI ACWI ex US ETF worth $11.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 19,931 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.48M.
iShares MSCI ACWI ex US ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #605 holding.
Wealth Enhancement Advisory Services first reported a position in iShares MSCI ACWI ex US ETF in Q3 2023 and has held it in 12 quarters since.
139 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.