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

Wealthcare Advisory Partners’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	-12,884	Closed	-$882K	–	1085
2026 Q1	$882K	Buy	12,884 +2,546	+25%	+$180K	0.02%	549
2025 Q4	$694K	Buy	10,338 +5,782	+127%	+$383K	0.01%	598
2025 Q3	$296K	Buy	+4,556	New	+$285K	0.01%	858
2021 Q2	–	Sell	-15	Closed	-$1K	–	564
2021 Q1	$1K	Buy	+15	New	+$829	﹤0.01%	1948
2020 Q2	–	Sell	-3,200	Closed	-$120K	–	331
2020 Q1	$120K	Sell	3,200 -298	-9%	-$13.4K	0.02%	341
2019 Q4	$172K	Buy	3,498 +276	+9%	+$13.2K	0.02%	319
2019 Q3	$148K	Buy	3,222 +3,002	+1,365%	+$137K	0.02%	318
2019 Q2	$10K	Hold	220	–	–	﹤0.01%	892
2019 Q1	$10K	Hold	220	–	–	﹤0.01%	803
2018 Q4	$9K	Hold	220	–	–	﹤0.01%	798
2018 Q3	$10K	Hold	220	–	–	﹤0.01%	834
2018 Q2	$10K	Hold	220	–	–	﹤0.01%	821
2018 Q1	$11K	Buy	+220	New	+$11.2K	﹤0.01%	703

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

Wealthcare Advisory Partners's ACWX Position: Q2 2026 in Review

Wealthcare Advisory Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 12,884 shares — an estimated $882K sold.

Wealthcare Advisory Partners first reported a position in ACWX in Q1 2018 and held it in 13 quarters. The position peaked at $882K in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Wealthcare Advisory Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 12,884 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $882K.
Wealthcare Advisory Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and held it in 13 quarters.
Wealthcare Advisory Partners's iShares MSCI ACWI ex US ETF position peaked at $882K in Q1 2026.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.