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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
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

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Apella Capital's ACWX Position: Q2 2026 in Review

Apella Capital reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.2% in Q2 2026, selling an estimated $92.1K and leaving 102,070 shares worth $7.67M. The position accounts for 0.11% of the portfolio, ranked #134.

Apella Capital first reported a position in ACWX in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.69M in Q1 2026. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Apella Capital held 102,070 shares of iShares MSCI ACWI ex US ETF worth $7.67M as of Q2 2026.
  • Apella Capital sold 1,238 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $92.1K.
  • iShares MSCI ACWI ex US ETF made up 0.11% of Apella Capital's portfolio in Q2 2026, its #134 holding.
  • Apella Capital first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 25 quarters since.
  • Apella Capital's iShares MSCI ACWI ex US ETF position peaked at $7.69M in Q1 2026.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.