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

WealthShield 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	-3,255	Closed	-$223K	–	381
2026 Q1	$223K	Hold	3,255	–	–	0.02%	329
2025 Q4	$219K	Hold	3,255	–	–	0.02%	323
2025 Q3	$212K	Hold	3,255	–	–	0.02%	329
2025 Q2	$198K	Hold	3,255	–	–	0.02%	330
2025 Q1	$180K	Hold	3,255	–	–	0.02%	330
2024 Q4	$170K	Hold	3,255	–	–	0.02%	297
2024 Q3	$186K	Sell	3,255 -387	-11%	-$21.1K	0.03%	301
2024 Q2	$193K	Hold	3,642	–	–	0.03%	280
2024 Q1	$194K	Sell	3,642 -1,122	-24%	-$57.6K	0.03%	273
2023 Q4	$243K	Hold	4,764	–	–	0.04%	258
2023 Q3	$224K	Buy	4,764 +52	+1%	+$2.54K	0.03%	278
2023 Q2	$232K	Sell	4,712 -46	-1%	-$2.27K	0.03%	275
2023 Q1	$232K	Sell	4,758 -34	-0.7%	-$1.64K	0.04%	278
2022 Q4	$218K	Buy	+4,792	New	+$210K	0.04%	277
2022 Q3	–	Sell	-4,712	Closed	-$212K	–	289
2022 Q2	$212K	Sell	4,712 -49	-1%	-$2.37K	0.04%	280
2022 Q1	$249K	Buy	+4,761	New	+$254K	0.04%	300
2021 Q3	–	Sell	-371	Closed	-$21K	–	237
2021 Q2	$21K	Buy	+371	New	+$21.3K	﹤0.01%	641

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

WealthShield Partners's ACWX Position: Q2 2026 in Review

WealthShield Partners sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026, closing a stake of 3,255 shares — an estimated $223K sold.

WealthShield Partners first reported a position in ACWX in Q2 2021 and held it in 17 quarters. The position peaked at $249K in Q1 2022. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

WealthShield Partners reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 3,255 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $223K.
WealthShield Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and held it in 17 quarters.
WealthShield Partners's iShares MSCI ACWI ex US ETF position peaked at $249K in Q1 2022.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.