Apella Capital
ACWX icon

Apella Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Apella Capital’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 		$7.68M Sell
101,719
-351
-0.3% -$26.8K 0.1% 148
2026
Q2 		$7.67M Sell
102,070
-1,238
-1% -$92.1K 0.11% 134
2026
Q1 		$7.69M Sell
103,308
-4,348
-4% -$307K 0.11% 133
2025
Q4 		$7.23M Sell
107,656
-275
-0.3% -$18.2K 0.14% 113
2025
Q3 		$7.11M Sell
107,931
-422
-0.4% -$26.4K 0.16% 105
2025
Q2 		$6.56M Buy
108,353
+18
+0% +$1.04K 0.18% 97
2025
Q1 		$5.74M Sell
108,335
-1,605
-1% -$88.1K 0.2% 85
2024
Q4 		$5.73M Sell
109,940
-1,379
-1% -$75.4K 0.22% 71
2024
Q3 		$6.37M Sell
111,319
-1,098
-1% -$59.8K 0.26% 58
2024
Q2 		$6.08M Sell
112,417
-102
-0.1% -$5.44K 0.27% 58
2024
Q1 		$6.02M Sell
112,519
-4,375
-4% -$225K 0.3% 57
2023
Q4 		$5.86M Sell
116,894
-3,968
-3% -$191K 0.33% 58
2023
Q3 		$5.68M Sell
120,862
-850
-0.7% -$41.6K 0.4% 51
2023
Q2 		$5.99M Buy
+121,712
New +$5.99M 0.43% 49
2022
Q4 		$5.64M Buy
123,919
+12,777
+11% +$560K 0.51% 46
2022
Q3 		$4.45M Buy
111,142
+156
+0.1% +$6.94K 0.52% 45
2022
Q2 		$4.99M Buy
110,986
+1,785
+2% +$86.4K 0.6% 39
2022
Q1 		$5.71M Buy
109,201
+1,117
+1% +$59.5K 0.8% 33
2021
Q4 		$6.01M Sell
108,084
-3,320
-3% -$187K 0.77% 33
2021
Q3 		$6.17M Sell
111,404
-104
-0.1% -$5.92K 0.89% 32
2021
Q2 		$6.41M Buy
111,508
+2,351
+2% +$135K 1.05% 26
2021
Q1 		$6.02M Sell
109,157
-3,996
-4% -$221K 1.9% 15
2020
Q4 		$6M Buy
113,153
+3,504
+3% +$174K 2.11% 12
2020
Q3 		$5.04M Sell
109,649
-1,116
-1% -$51.4K 2.03% 13
2020
Q2 		$4.79M Buy
110,765
+24,020
+28% +$982K 2.23% 11
2020
Q1 		$3.27M Buy
+86,745
New +$3.9M 1.91% 13

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Apella Capital's ACWX Position: Q3 2026 in Review

Apella Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.34% in Q3 2026, selling an estimated $26.8K and leaving 101,719 shares worth $7.68M. The position accounts for 0.1% of the portfolio, ranked #148.

Apella Capital first reported a position in ACWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.69M in Q1 2026. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Apella Capital held 101,719 shares of iShares MSCI ACWI ex US ETF worth $7.68M as of Q3 2026.
  • Apella Capital sold 351 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $26.8K.
  • iShares MSCI ACWI ex US ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #148 holding.
  • Apella Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 26 quarters since.
  • Apella Capital's iShares MSCI ACWI ex US ETF position peaked at $7.69M in Q1 2026.
  • 580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.