ASW
ACWX icon

Astoria Strategic Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Astoria Strategic Wealth’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 		$2.55M Sell
33,497
-624
-2% -$46.4K 0.58% 20
2026
Q1 		$2.34M Sell
34,121
-21
-0.1% -$1.48K 0.59% 19
2025
Q4 		$2.29M Hold
34,142
– – 0.58% 19
2025
Q3 		$2.22M Sell
34,142
-149
-0.4% -$9.31K 0.56% 20
2025
Q2 		$2.09M Sell
34,291
-2,618
-7% -$151K 0.56% 20
2025
Q1 		$2.05M Hold
36,909
– – 0.6% 18
2024
Q4 		$1.93M Hold
36,909
– – 0.57% 19
2024
Q3 		$2.11M Sell
36,909
-1,262
-3% -$68.7K 0.62% 17
2024
Q2 		$2.03M Sell
38,171
-371
-1% -$19.8K 0.63% 16
2024
Q1 		$2.06M Buy
38,542
+39
+0.1% +$2K 0.65% 16
2023
Q4 		$1.97M Sell
38,503
-2,893
-7% -$139K 0.67% 16
2023
Q3 		$1.95M Sell
41,396
-39
-0.1% -$1.91K 0.73% 16
2023
Q2 		$2.04M Sell
41,435
-57
-0.1% -$2.81K 0.75% 16
2023
Q1 		$2.02M Sell
41,492
-220
-0.5% -$10.6K 0.78% 16
2022
Q4 		$1.9M Buy
41,712
+222
+0.5% +$9.74K 0.79% 18
2022
Q3 		$1.66M Sell
41,490
-1,294
-3% -$57.6K 0.76% 18
2022
Q2 		$1.93M Sell
42,784
-2,359
-5% -$114K 0.85% 17
2022
Q1 		$2.36M Buy
45,143
+1,793
+4% +$95.5K 0.93% 17
2021
Q4 		$2.41M Buy
+43,350
New +$2.44M 0.92% 17

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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Astoria Strategic Wealth's ACWX Position: Q2 2026 in Review

Astoria Strategic Wealth reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.8% in Q2 2026, selling an estimated $46.4K and leaving 33,497 shares worth $2.55M. The position accounts for 0.58% of the portfolio, ranked #20.

Astoria Strategic Wealth first reported a position in ACWX in Q4 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Astoria Strategic Wealth held 33,497 shares of iShares MSCI ACWI ex US ETF worth $2.55M as of Q2 2026.
  • Astoria Strategic Wealth sold 624 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $46.4K.
  • iShares MSCI ACWI ex US ETF made up 0.58% of Astoria Strategic Wealth's portfolio in Q2 2026, its #20 holding.
  • Astoria Strategic Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.