Essential Investment Partners LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Essential Investment 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	$852K	Hold	11,200	–	–	0.68%	40
2026 Q1	$767K	Sell	11,200 -1,500	-12%	-$106K	0.71%	45
2025 Q4	$853K	Buy	+12,700	New	+$841K	0.8%	39

Other funds holding ACWX

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $348M AUM 70.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return