Avestar Capital
ACWX icon

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

Avestar 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 		$885K Buy
11,709
+3,871
+49% +$295K 0.07% 244
2026
Q2 		$597K Buy
7,838
+191
+2% +$14.2K 0.03% 340
2026
Q1 		$524K Sell
7,647
-91
-1% -$6.42K 0.03% 345
2025
Q4 		$519K Sell
7,738
-49
-0.6% -$3.25K 0.03% 332
2025
Q3 		$506K Sell
7,787
-775
-9% -$48.5K 0.03% 337
2025
Q2 		$522K Buy
8,562
+216
+3% +$12.5K 0.04% 321
2025
Q1 		$463K Sell
8,346
-5,943
-42% -$326K 0.04% 300
2024
Q4 		$745K Sell
14,289
-189
-1% -$10.3K 0.06% 222
2024
Q3 		$828K Buy
14,478
+1,107
+8% +$60.3K 0.09% 182
2024
Q2 		$710K Buy
13,371
+544
+4% +$29K 0.07% 195
2024
Q1 		$685K Sell
12,827
-910
-7% -$46.7K 0.07% 193
2023
Q4 		$701K Buy
13,737
+87
+0.6% +$4.19K 0.08% 159
2023
Q3 		$642K Buy
13,650
+283
+2% +$13.8K 0.09% 141
2023
Q2 		$658K Buy
13,367
+196
+1% +$9.7K 0.11% 118
2023
Q1 		$642K Sell
13,171
-89,027
-87% -$4.29M 0.11% 118
2022
Q4 		$4.65M Buy
+102,198
New +$4.48M 0.84% 33

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
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
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Avestar Capital's ACWX Position: Q3 2026 in Review

Avestar Capital increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 49% in Q3 2026, buying an estimated $295K and bringing the position to 11,709 shares worth $885K. The position accounts for 0.07% of the portfolio, ranked #244.

Avestar Capital first reported a position in ACWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.65M in Q4 2022. 502 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Avestar Capital held 11,709 shares of iShares MSCI ACWI ex US ETF worth $885K as of Q3 2026.
  • Avestar Capital bought 3,871 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $295K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Avestar Capital's portfolio in Q3 2026, its #244 holding.
  • Avestar Capital first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 16 quarters since.
  • Avestar Capital's iShares MSCI ACWI ex US ETF position peaked at $4.65M in Q4 2022.
  • 502 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.