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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
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
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
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 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

XY Planning Network's ACWX Position: Q2 2026 in Review

XY Planning Network increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 58% in Q2 2026, buying an estimated $1.05M and bringing the position to 38,452 shares worth $2.93M. The position accounts for 0.37% of the portfolio, ranked #64.

XY Planning Network first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • XY Planning Network held 38,452 shares of iShares MSCI ACWI ex US ETF worth $2.93M as of Q2 2026.
  • XY Planning Network bought 14,056 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.05M.
  • iShares MSCI ACWI ex US ETF made up 0.37% of XY Planning Network's portfolio in Q2 2026, its #64 holding.
  • XY Planning Network first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.