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Advus Financial Partners, LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Advus Financial Partners, 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 		$29.9M Sell
393,241
-5,556
-1% -$413K 6.79% 3
2026
Q1 		$27.3M Sell
398,797
-40,655
-9% -$2.87M 6.84% 3
2025
Q4 		$29.5M Sell
439,452
-12,142
-3% -$805K 7.15% 2
2025
Q3 		$29.4M Sell
451,594
-4,195
-0.9% -$262K 7.05% 2
2025
Q2 		$27.8M Sell
455,789
-9,654
-2% -$557K 7.1% 3
2025
Q1 		$25.8M Buy
465,443
+26,499
+6% +$1.45M 7.23% 3
2024
Q4 		$22.9M Buy
438,944
+24,445
+6% +$1.34M 6.44% 3
2024
Q3 		$23.7M Buy
414,499
+1,697
+0.4% +$92.4K 6.77% 3
2024
Q2 		$21.9M Buy
412,802
+817
+0.2% +$43.6K 6.68% 3
2024
Q1 		$22M Buy
411,985
+17,456
+4% +$896K 6.8% 3
2023
Q4 		$20.1M Buy
394,529
+8,636
+2% +$416K 6.91% 3
2023
Q3 		$18.1M Buy
385,893
+30,864
+9% +$1.51M 7.14% 3
2023
Q2 		$17.5M Buy
355,029
+15,971
+5% +$786K 6.74% 3
2023
Q1 		$16.5M Buy
339,058
+332,280
+4,902% +$16M 6.84% 2
2022
Q4 		$308K Buy
6,778
+1,508
+29% +$66.1K 0.13% 101
2022
Q3 		$211K Buy
5,270
+249
+5% +$11.1K 0.11% 121
2022
Q2 		$226K Sell
5,021
-446
-8% -$21.6K 0.12% 114
2022
Q1 		$286K Buy
+5,467
New +$291K 0.15% 94
2021
Q3 		$300K Buy
+5,403
New +$308K 0.17% 72

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

Advus Financial Partners, LLC's ACWX Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.4% in Q2 2026, selling an estimated $413K and leaving 393,241 shares worth $29.9M. The position accounts for 6.79% of the portfolio, ranked #3.

Advus Financial Partners, LLC first reported a position in ACWX in Q3 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Advus Financial Partners, LLC held 393,241 shares of iShares MSCI ACWI ex US ETF worth $29.9M as of Q2 2026.
  • Advus Financial Partners, LLC sold 5,556 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $413K.
  • iShares MSCI ACWI ex US ETF made up 6.79% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #3 holding.
  • Advus Financial Partners, LLC first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 19 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.