Bedel Financial Consulting’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.24M | Buy |
29,434
+40
| +0.1% | +$2.98K | 0.21% | 61 |
|
|
2026
Q1 | $2.01M | Buy |
29,394
+311
| +1% | +$21.9K | 0.23% | 58 |
|
|
2025
Q4 | $1.95M | Sell |
29,083
-5
| -0% | -$331 | 0.21% | 58 |
|
|
2025
Q3 | $1.89M | Sell |
29,088
-115
| -0.4% | -$7.19K | 0.24% | 59 |
|
|
2025
Q2 | $1.78M | Sell |
29,203
-43
| -0.1% | -$2.48K | 0.24% | 57 |
|
|
2025
Q1 | $1.7M | Buy |
29,246
+217
| +0.7% | +$11.9K | 0.24% | 55 |
|
|
2024
Q4 | $1.58M | Buy |
29,029
+109
| +0.4% | +$5.96K | 0.22% | 62 |
|
|
2024
Q3 | $1.65M | Buy |
28,920
+1,739
| +6% | +$94.7K | 0.23% | 55 |
|
|
2024
Q2 | $1.44M | Sell |
27,181
-351
| -1% | -$18.7K | 0.21% | 58 |
|
|
2024
Q1 | $1.47M | Buy |
27,532
+2,396
| +10% | +$123K | 0.23% | 57 |
|
|
2023
Q4 | $1.28M | Buy |
25,136
+1,529
| +6% | +$73.6K | 0.24% | 59 |
|
|
2023
Q3 | $1.11M | Buy |
23,607
+469
| +2% | +$22.9K | 0.22% | 62 |
|
|
2023
Q2 | $1.14M | Sell |
23,138
-261
| -1% | -$12.9K | 0.24% | 60 |
|
|
2023
Q1 | $1.14M | Sell |
23,399
-1,909
| -8% | -$92K | 0.28% | 55 |
|
|
2022
Q4 | $1.15M | Sell |
25,308
-3,150
| -11% | -$138K | 0.29% | 55 |
|
|
2022
Q3 | $1.22M | Buy |
28,458
+10,819
| +61% | +$481K | 0.32% | 47 |
|
|
2022
Q2 | $794K | Buy |
17,639
+8,431
| +92% | +$408K | 0.23% | 56 |
|
|
2022
Q1 | $481K | Sell |
9,208
-240
| -3% | -$12.8K | 0.15% | 103 |
|
|
2021
Q4 | $525K | Sell |
9,448
-116
| -1% | -$6.53K | 0.16% | 88 |
|
|
2021
Q3 | $530K | Sell |
9,564
-138
| -1% | -$7.86K | 0.18% | 82 |
|
|
2021
Q2 | $558K | Sell |
9,702
-221
| -2% | -$12.7K | 0.19% | 77 |
|
|
2021
Q1 | $548K | Buy |
9,923
+5,482
| +123% | +$303K | 0.21% | 74 |
|
|
2020
Q4 | $236K | Hold |
4,441
| – | – | 0.1% | 135 |
|
|
2020
Q3 | $204K | Sell |
4,441
-443
| -9% | -$20.4K | 0.1% | 139 |
|
|
2020
Q2 | $211K | Sell |
4,884
-1,700
| -26% | -$69.5K | 0.11% | 122 |
|
|
2020
Q1 | $248K | Buy |
6,584
+1,936
| +42% | +$87K | 0.16% | 94 |
|
|
2019
Q4 | $228K | Hold |
4,648
| – | – | 0.13% | 126 |
|
|
2019
Q3 | $214K | Sell |
4,648
-498
| -10% | -$22.8K | 0.13% | 132 |
|
|
2019
Q2 | $241K | Sell |
5,146
-427
| -8% | -$19.8K | 0.15% | 118 |
|
|
2019
Q1 | $258K | Hold |
5,573
| – | – | 0.16% | 109 |
|
|
2018
Q4 | $234K | Buy |
5,573
+1,180
| +27% | +$52K | 0.17% | 107 |
|
|
2018
Q3 | $200K | Sell |
4,393
-35
| -0.8% | -$1.66K | 0.13% | 133 |
|
|
2018
Q2 | $209K | Buy |
4,428
+85
| +2% | +$4.21K | 0.15% | 129 |
|
|
2018
Q1 | $216K | Sell |
4,343
-600
| -12% | -$30.5K | 0.16% | 125 |
|
|
2017
Q4 | $247K | Buy |
+4,943
| New | +$244K | 0.22% | 110 |
|
Other funds holding ACWX
FWCM
KOC
Bedel Financial Consulting's ACWX Position: Q2 2026 in Review
Bedel Financial Consulting increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.14% in Q2 2026, buying an estimated $2.98K and bringing the position to 29,434 shares worth $2.24M. The position accounts for 0.21% of the portfolio, ranked #61.
Bedel Financial Consulting first reported a position in ACWX in Q4 2017 and has held it in 35 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Bedel Financial Consulting held 29,434 shares of iShares MSCI ACWI ex US ETF worth $2.24M as of Q2 2026.
- Bedel Financial Consulting bought 40 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $2.98K.
- iShares MSCI ACWI ex US ETF made up 0.21% of Bedel Financial Consulting's portfolio in Q2 2026, its #61 holding.
- Bedel Financial Consulting first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 35 quarters since.
- 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.