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

ARS Investment Partners’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 		$2.75M Buy
36,117
+2,059
+6% +$153K 0.12% 71
2026
Q1 		$2.33M Buy
34,058
+17,662
+108% +$1.25M 0.12% 70
2025
Q4 		$1.1M Buy
16,396
+1,386
+9% +$91.8K 0.06% 92
2025
Q3 		$976K Buy
15,010
+1,928
+15% +$121K 0.06% 97
2025
Q2 		$797K Sell
13,082
-2,316
-15% -$134K 0.06% 102
2025
Q1 		$803K Hold
15,398
– – 0.07% 98
2024
Q4 		$803K Buy
15,398
+8,936
+138% +$489K 0.07% 98
2024
Q3 		$370K Buy
6,462
+1,288
+25% +$70.2K 0.03% 126
2024
Q2 		$275K Hold
5,174
– – 0.03% 126
2024
Q1 		$276K Sell
5,174
-253
-5% -$13K 0.03% 130
2023
Q4 		$277K Buy
5,427
+60
+1% +$2.89K 0.03% 130
2023
Q3 		$252K Hold
5,367
– – 0.03% 127
2023
Q2 		$264K Sell
5,367
-197
-4% -$9.7K 0.03% 138
2023
Q1 		$271K Buy
+5,564
New +$268K 0.03% 131
2022
Q2 		– Sell
-3,982
Closed -$208K – 152
2022
Q1 		$208K Buy
3,982
+161
+4% +$8.58K 0.02% 144
2021
Q4 		$212K Buy
3,821
+115
+3% +$6.47K 0.02% 151
2021
Q3 		$205K Buy
+3,706
New +$211K 0.02% 148
2020
Q1 		– Sell
-40,501
Closed -$1.99M – 89
2019
Q4 		$1.99M Sell
40,501
-2,626
-6% -$125K 0.33% 55
2019
Q3 		$1.99M Sell
43,127
-19,341
-31% -$885K 0.36% 53
2019
Q2 		$2.92M Buy
62,468
+1,085
+2% +$50.4K 0.49% 47
2019
Q1 		$2.84M Buy
61,383
+4,454
+8% +$201K 0.51% 41
2018
Q4 		$2.39M Buy
56,929
+2,976
+6% +$131K 0.51% 43
2018
Q3 		$2.57M Buy
53,953
+12,843
+31% +$611K 0.4% 48
2018
Q2 		$1.94M Buy
41,110
+2,037
+5% +$101K 0.31% 54
2018
Q1 		$1.94M Buy
39,073
+2,681
+7% +$136K 0.24% 71
2017
Q4 		$1.82M Buy
36,392
+3,514
+11% +$173K 0.22% 78
2017
Q3 		$1.59M Buy
32,878
+1,383
+4% +$65.3K 0.2% 82
2017
Q2 		$1.44M Buy
31,495
+9,485
+43% +$428K 0.2% 87
2017
Q1 		$960K Buy
22,010
+6,963
+46% +$295K 0.14% 105
2016
Q4 		$606K Sell
15,047
-96,914
-87% -$3.92M 0.09% 121
2016
Q3 		$4.64M Buy
111,961
+3,352
+3% +$136K 1.02% 42
2016
Q2 		$4.23M Sell
108,609
-2,711
-2% -$108K 0.95% 42
2016
Q1 		$4.39M Buy
111,320
+28,896
+35% +$1.08M 1.03% 41
2015
Q4 		$3.27M Buy
82,424
+4,364
+6% +$179K 0.77% 46
2015
Q3 		$3.05M Sell
78,060
-999
-1% -$42K 0.7% 48
2015
Q2 		$3.49M Buy
79,059
+2,146
+3% +$99.7K 0.64% 52
2015
Q1 		$3.44M Sell
76,913
-17,050
-18% -$749K 0.64% 49
2014
Q4 		$4.04M Buy
93,963
+4,718
+5% +$209K 0.69% 48
2014
Q3 		$4.06M Buy
89,245
+4,041
+5% +$192K 0.62% 47
2014
Q2 		$4.09M Buy
85,204
+3,159
+4% +$151K 0.63% 47
2014
Q1 		$3.82M Buy
82,045
+25,000
+44% +$1.14M 0.67% 45
2013
Q4 		$2.66M Buy
+57,045
New +$2.62M 0.45% 54

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 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

ARS Investment Partners's ACWX Position: Q2 2026 in Review

ARS Investment Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 6% in Q2 2026, buying an estimated $153K and bringing the position to 36,117 shares worth $2.75M. The position accounts for 0.12% of the portfolio, ranked #71.

ARS Investment Partners first reported a position in ACWX in Q4 2013 and has held it in 42 quarters since. The position peaked at $4.64M in Q3 2016. 194 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • ARS Investment Partners held 36,117 shares of iShares MSCI ACWI ex US ETF worth $2.75M as of Q2 2026.
  • ARS Investment Partners bought 2,059 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $153K.
  • iShares MSCI ACWI ex US ETF made up 0.12% of ARS Investment Partners's portfolio in Q2 2026, its #71 holding.
  • ARS Investment Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and has held it in 42 quarters since.
  • ARS Investment Partners's iShares MSCI ACWI ex US ETF position peaked at $4.64M in Q3 2016.
  • 194 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.