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Well Done LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Well Done LLC’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 		$611K Buy
8,023
+1,372
+21% +$102K 0.08% 117
2026
Q1 		$455K Buy
6,651
+939
+16% +$66.2K 0.07% 127
2025
Q4 		$383K Sell
5,712
-4
-0.1% -$265 0.06% 137
2025
Q3 		$372K Buy
5,716
+97
+2% +$6.06K 0.06% 129
2025
Q2 		$342K Sell
5,619
-114
-2% -$6.58K 0.06% 125
2025
Q1 		$299K Sell
5,733
-5
-0.1% -$275 0.05% 140
2024
Q4 		$328K Hold
5,738
– – 0.06% 130
2024
Q3 		$328K Sell
5,738
-9
-0.2% -$490 0.06% 131
2024
Q2 		$305K Sell
5,747
-3,733
-39% -$199K 0.06% 140
2024
Q1 		$506K Sell
9,480
-3
-0% -$154 0.1% 115
2023
Q4 		$484K Buy
9,483
+30
+0.3% +$1.44K 0.09% 119
2023
Q3 		$444K Buy
9,453
+4,087
+76% +$200K 0.1% 105
2023
Q2 		$264K Sell
5,366
-75
-1% -$3.69K 0.06% 138
2023
Q1 		$265K Hold
5,441
– – 0.06% 142
2022
Q4 		$247K Hold
5,441
– – 0.05% 152
2022
Q3 		$218K Sell
5,441
-689
-11% -$30.7K 0.05% 146
2022
Q2 		$276K Sell
6,130
-1,991
-25% -$96.4K 0.06% 140
2022
Q1 		$424K Buy
8,121
+2,428
+43% +$129K 0.08% 121
2021
Q4 		$317K Hold
5,693
– – 0.06% 136
2021
Q3 		$315K Hold
5,693
– – 0.07% 133
2021
Q2 		$327K Sell
5,693
-6
-0.1% -$344 0.07% 131
2021
Q1 		$314K Hold
5,699
– – 0.07% 129
2020
Q4 		$302K Hold
5,699
– – 0.07% 120
2020
Q3 		$262K Sell
5,699
-3,090
-35% -$142K 0.07% 117
2020
Q2 		$380K Sell
8,789
-1,188
-12% -$48.6K 0.1% 97
2020
Q1 		$376K Sell
9,977
-1,509
-13% -$67.8K 0.11% 92
2019
Q4 		$564K Sell
11,486
-1,845
-14% -$88K 0.13% 93
2019
Q3 		$614K Sell
13,331
-4,381
-25% -$201K 0.15% 83
2019
Q2 		$828K Hold
17,712
– – 0.19% 67
2019
Q1 		$820K Sell
17,712
-44,924
-72% -$2.02M 0.2% 66
2018
Q4 		$2.63M Buy
+62,636
New +$2.76M 0.74% 30
2018
Q2 		– Sell
-240
Closed -$12K – 131
2018
Q1 		$12K Buy
+240
New +$12.2K ﹤0.01% 403

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Well Done LLC's ACWX Position: Q2 2026 in Review

Well Done LLC increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 21% in Q2 2026, buying an estimated $102K and bringing the position to 8,023 shares worth $611K. The position accounts for 0.08% of the portfolio, ranked #117.

Well Done LLC first reported a position in ACWX in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.63M in Q4 2018. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Well Done LLC held 8,023 shares of iShares MSCI ACWI ex US ETF worth $611K as of Q2 2026.
  • Well Done LLC bought 1,372 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $102K.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Well Done LLC's portfolio in Q2 2026, its #117 holding.
  • Well Done LLC first reported a position in iShares MSCI ACWI ex US ETF in Q1 2018 and has held it in 32 quarters since.
  • Well Done LLC's iShares MSCI ACWI ex US ETF position peaked at $2.63M in Q4 2018.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.