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

Blue Square 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 		$312K Hold
4,100
– – 0.13% 55
2026
Q1 		$281K Buy
+4,100
New +$289K 0.13% 58

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
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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Blue Square Asset Management's ACWX Position: Q2 2026 in Review

Blue Square Asset Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,100 shares worth $312K. The position accounts for 0.13% of the portfolio, ranked #55.

Blue Square Asset Management first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Blue Square Asset Management held 4,100 shares of iShares MSCI ACWI ex US ETF worth $312K as of Q2 2026.
  • Blue Square Asset Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.13% of Blue Square Asset Management's portfolio in Q2 2026, its #55 holding.
  • Blue Square Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Blue Square Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.