Birch Hill Investment Advisors’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 | $231K | Hold |
3,030
| – | – | 0.01% | 198 |
|
|
2026
Q1 | $207K | Buy |
+3,030
| New | +$214K | 0.01% | 192 |
|
|
2022
Q2 | – | Sell |
-3,883
| Closed | -$203K | – | 152 |
|
|
2022
Q1 | $203K | Hold |
3,883
| – | – | 0.01% | 161 |
|
|
2021
Q4 | $216K | Hold |
3,883
| – | – | 0.01% | 167 |
|
|
2021
Q3 | $215K | Hold |
3,883
| – | – | 0.01% | 161 |
|
|
2021
Q2 | $223K | Hold |
3,883
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $214K | Hold |
3,883
| – | – | 0.01% | 150 |
|
|
2020
Q4 | $206K | Buy |
+3,883
| New | +$193K | 0.01% | 148 |
|
|
2020
Q1 | – | Sell |
-5,213
| Closed | -$256K | – | 131 |
|
|
2019
Q4 | $256K | Sell |
5,213
-1,700
| -25% | -$81.1K | 0.02% | 134 |
|
|
2019
Q3 | $318K | Sell |
6,913
-900
| -12% | -$41.2K | 0.02% | 122 |
|
|
2019
Q2 | $365K | Sell |
7,813
-902
| -10% | -$41.9K | 0.03% | 121 |
|
|
2019
Q1 | $403K | Sell |
8,715
-6,650
| -43% | -$300K | 0.03% | 119 |
|
|
2018
Q4 | $645K | Sell |
15,365
-7,550
| -33% | -$333K | 0.06% | 98 |
|
|
2018
Q3 | $1.09M | Sell |
22,915
-725
| -3% | -$34.5K | 0.08% | 86 |
|
|
2018
Q2 | $1.12M | Buy |
23,640
+8,625
| +57% | +$427K | 0.09% | 81 |
|
|
2018
Q1 | $746K | Buy |
15,015
+9,925
| +195% | +$505K | 0.06% | 87 |
|
|
2017
Q4 | $254K | Hold |
5,090
| – | – | 0.02% | 120 |
|
|
2017
Q3 | $246K | Hold |
5,090
| – | – | 0.02% | 118 |
|
|
2017
Q2 | $232K | Hold |
5,090
| – | – | 0.02% | 119 |
|
|
2017
Q1 | $222K | Sell |
5,090
-50
| -1% | -$2.12K | 0.02% | 122 |
|
|
2016
Q4 | $207K | Hold |
5,140
| – | – | 0.02% | 121 |
|
|
2016
Q3 | $213K | Hold |
5,140
| – | – | 0.02% | 123 |
|
|
2016
Q2 | $200K | Hold |
5,140
| – | – | 0.02% | 126 |
|
|
2016
Q1 | $203K | Hold |
5,140
| – | – | 0.02% | 125 |
|
|
2015
Q4 | $204K | Sell |
5,140
-600
| -10% | -$24.6K | 0.02% | 127 |
|
|
2015
Q3 | $224K | Sell |
5,740
-148
| -3% | -$6.23K | 0.02% | 128 |
|
|
2015
Q2 | $260K | Buy |
5,888
+600
| +11% | +$27.9K | 0.03% | 128 |
|
|
2015
Q1 | $236K | Sell |
5,288
-50
| -0.9% | -$2.2K | 0.02% | 129 |
|
|
2014
Q4 | $230K | Hold |
5,338
| – | – | 0.02% | 131 |
|
|
2014
Q3 | $243K | Hold |
5,338
| – | – | 0.03% | 129 |
|
|
2014
Q2 | $256K | Hold |
5,338
| – | – | 0.03% | 126 |
|
|
2014
Q1 | $249K | Sell |
5,338
-800
| -13% | -$36.4K | 0.03% | 126 |
|
|
2013
Q4 | $286K | Sell |
6,138
-400
| -6% | -$18.4K | 0.03% | 124 |
|
|
2013
Q3 | $293K | Sell |
6,538
-337
| -5% | -$14.6K | 0.03% | 117 |
|
|
2013
Q2 | $280K | Buy |
+6,875
| New | +$297K | 0.04% | 119 |
|
Other funds holding ACWX
FWCM
KOC
Birch Hill Investment Advisors's ACWX Position: Q2 2026 in Review
Birch Hill Investment Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 3,030 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #198.
Birch Hill Investment Advisors first reported a position in ACWX in Q2 2013 and has held it in 35 quarters since. The position peaked at $1.12M in Q2 2018. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Birch Hill Investment Advisors held 3,030 shares of iShares MSCI ACWI ex US ETF worth $231K as of Q2 2026.
- Birch Hill Investment Advisors 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 Birch Hill Investment Advisors's portfolio in Q2 2026, its #198 holding.
- Birch Hill Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 35 quarters since.
- Birch Hill Investment Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.12M in Q2 2018.
- 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.