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BFSG LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

BFSG LLC’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 		$2.44K Hold
32
– – ﹤0.01% 684
2026
Q1 		$2.19K Hold
32
– – ﹤0.01% 667
2025
Q4 		$2.15K Hold
32
– – ﹤0.01% 645
2025
Q3 		$2.08K Hold
32
– – ﹤0.01% 640
2025
Q2 		$1.95K Hold
32
– – ﹤0.01% 612
2025
Q1 		$1.77K Hold
32
– – ﹤0.01% 612
2024
Q4 		$1.67K Hold
32
– – ﹤0.01% 618
2024
Q3 		$1.83K Sell
32
-50
-61% -$2.72K ﹤0.01% 590
2024
Q2 		$4.36K Sell
82
-36
-31% -$1.92K ﹤0.01% 527
2024
Q1 		$6.3K Hold
118
– – ﹤0.01% 534
2023
Q4 		$6.02K Buy
+118
New +$5.68K ﹤0.01% 491
2020
Q1 		– Sell
-35,298
Closed -$1.73M – 147
2019
Q4 		$1.73M Buy
+35,298
New +$1.68M 0.33% 89

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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

BFSG LLC's ACWX Position: Q2 2026 in Review

BFSG LLC held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 32 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

BFSG LLC first reported a position in ACWX in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2019. 129 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • BFSG LLC held 32 shares of iShares MSCI ACWI ex US ETF worth $2.44K as of Q2 2026.
  • BFSG LLC left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #684 holding.
  • BFSG LLC first reported a position in iShares MSCI ACWI ex US ETF in Q4 2019 and has held it in 12 quarters since.
  • BFSG LLC's iShares MSCI ACWI ex US ETF position peaked at $1.73M in Q4 2019.
  • 129 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.