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Belpointe Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Belpointe Asset Management’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 		$6.62M Sell
86,989
-4,932
-5% -$367K 0.22% 86
2026
Q1 		$6.29M Buy
91,921
+22,043
+32% +$1.55M 0.23% 83
2025
Q4 		$4.69M Buy
69,878
+4,845
+7% +$321K 0.17% 95
2025
Q3 		$4.23M Buy
65,033
+7,701
+13% +$481K 0.16% 110
2025
Q2 		$3.49M Buy
57,332
+2,489
+5% +$144K 0.15% 124
2025
Q1 		$3.04M Buy
54,843
+40,664
+287% +$2.23M 0.16% 123
2024
Q4 		$791K Hold
14,179
– – 0.05% 385
2024
Q3 		$811K Buy
14,179
+2,250
+19% +$123K 0.05% 358
2024
Q2 		$634K Buy
11,929
+952
+9% +$50.8K 0.04% 401
2024
Q1 		$586K Buy
10,977
+416
+4% +$21.4K 0.04% 399
2023
Q4 		$539K Buy
10,561
+250
+2% +$12K 0.05% 350
2023
Q3 		$485K Buy
10,311
+2,446
+31% +$120K 0.05% 346
2023
Q2 		$387K Sell
7,865
-2,089
-21% -$103K 0.04% 367
2023
Q1 		$485K Hold
9,954
– – 0.03% 580
2022
Q4 		$453K Buy
9,954
+2,267
+29% +$99.4K 0.03% 581
2022
Q3 		$308K Hold
7,687
– – 0.02% 677
2022
Q2 		$346K Buy
7,687
+2,713
+55% +$131K 0.02% 627
2022
Q1 		$260K Buy
4,974
+200
+4% +$10.7K 0.02% 796
2021
Q4 		$265K Buy
4,774
+102
+2% +$5.74K 0.02% 765
2021
Q3 		$259K Hold
4,672
– – 0.02% 756
2021
Q2 		$269K Buy
4,672
+800
+21% +$45.9K 0.02% 717
2021
Q1 		$214K Buy
3,872
+272
+8% +$15K 0.02% 724
2020
Q4 		$191K Hold
3,600
– – 0.02% 707
2020
Q3 		$166K Sell
3,600
-836
-19% -$38.5K 0.02% 607
2020
Q2 		$192K Buy
4,436
+836
+23% +$34.2K 0.02% 536
2020
Q1 		$136K Buy
3,600
+200
+6% +$8.99K 0.02% 527
2019
Q4 		$167K Buy
3,400
+400
+13% +$19.1K 0.02% 594
2019
Q3 		$138K Hold
3,000
– – 0.02% 582
2019
Q2 		$140K Buy
+3,000
New +$139K 0.03% 498

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Belpointe Asset Management's ACWX Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.4% in Q2 2026, selling an estimated $367K and leaving 86,989 shares worth $6.62M. The position accounts for 0.22% of the portfolio, ranked #86.

Belpointe Asset Management first reported a position in ACWX in Q2 2019 and has held it in 29 quarters since. 332 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Belpointe Asset Management held 86,989 shares of iShares MSCI ACWI ex US ETF worth $6.62M as of Q2 2026.
  • Belpointe Asset Management sold 4,932 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $367K.
  • iShares MSCI ACWI ex US ETF made up 0.22% of Belpointe Asset Management's portfolio in Q2 2026, its #86 holding.
  • Belpointe Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2019 and has held it in 29 quarters since.
  • 332 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.