XY Planning Network
ACWX icon

XY Planning Network’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

XY Planning Network’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
Q3 		$6.27M Buy
82,889
+44,437
+116% +$3.39M 0.67% 35
2026
Q2 		$2.93M Buy
38,452
+14,056
+58% +$1.05M 0.37% 64
2026
Q1 		$1.69M Buy
+24,396
New +$1.72M 0.27% 86

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

XY Planning Network's ACWX Position: Q3 2026 in Review

XY Planning Network increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 116% in Q3 2026, buying an estimated $3.39M and bringing the position to 82,889 shares worth $6.27M. The position accounts for 0.67% of the portfolio, ranked #35.

XY Planning Network first reported a position in ACWX in Q1 2026 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • XY Planning Network held 82,889 shares of iShares MSCI ACWI ex US ETF worth $6.27M as of Q3 2026.
  • XY Planning Network bought 44,437 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $3.39M.
  • iShares MSCI ACWI ex US ETF made up 0.67% of XY Planning Network's portfolio in Q3 2026, its #35 holding.
  • XY Planning Network first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.