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Arcadia Wealth Management (New Hampshire)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$16.3M Buy
214,141
+32,332
+18% +$2.41M 5.12% 6
2026
Q1 		$12.4M Buy
181,809
+33,253
+22% +$2.35M 4.5% 7
2025
Q4 		$9.97M Sell
148,556
-1,120
-0.7% -$74.2K 3.71% 7
2025
Q3 		$9.73M Sell
149,676
-4,390
-3% -$274K 3.86% 7
2025
Q2 		$9.39M Buy
154,066
+3,880
+3% +$224K 4.1% 7
2025
Q1 		$8.33M Buy
150,186
+9,626
+7% +$529K 4.11% 8
2024
Q4 		$7.33M Buy
140,560
+84,002
+149% +$4.59M 3.71% 8
2024
Q3 		$3.23M Buy
56,558
+33,711
+148% +$1.84M 1.7% 15
2024
Q2 		$1.21M Buy
22,847
+1,955
+9% +$104K 0.69% 24
2024
Q1 		$1.12M Buy
20,892
+633
+3% +$32.5K 0.69% 25
2023
Q4 		$1.03M Buy
20,259
+8,236
+69% +$396K 0.72% 27
2023
Q3 		$565K Buy
12,023
+1,564
+15% +$76.5K 0.44% 31
2023
Q2 		$515K Buy
+10,459
New +$515K 0.38% 35

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

Arcadia Wealth Management (New Hampshire)'s ACWX Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 18% in Q2 2026, buying an estimated $2.41M and bringing the position to 214,141 shares worth $16.3M. The position accounts for 5.12% of the portfolio, ranked #6.

Arcadia Wealth Management (New Hampshire) first reported a position in ACWX in Q2 2023 and has held it in 13 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 214,141 shares of iShares MSCI ACWI ex US ETF worth $16.3M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) bought 32,332 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.41M.
  • iShares MSCI ACWI ex US ETF made up 5.12% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #6 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares MSCI ACWI ex US ETF in Q2 2023 and has held it in 13 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.