C.M. Bidwell & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

C.M. Bidwell & Associates’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	$5.48M	Buy	71,957 +765	+1%	+$56.9K	2.24%	10
2026 Q1	$4.87M	Hold	71,192	–	–	2.28%	11
2025 Q4	$4.78M	Buy	71,192 +1,070	+2%	+$70.9K	2.26%	10
2025 Q3	$4.56M	Hold	70,122	–	–	2.19%	10
2025 Q2	$4.27M	Buy	70,122 +945	+1%	+$54.6K	2.22%	11
2025 Q1	$3.84M	Hold	69,177	–	–	2.31%	10
2024 Q4	$3.61M	Buy	69,177 +975	+1%	+$53.3K	2.19%	10
2024 Q3	$3.9M	Hold	68,202	–	–	2.39%	11
2024 Q2	$3.62M	Buy	68,202 +960	+1%	+$51.2K	2.43%	10
2024 Q1	$3.59M	Hold	67,242	–	–	2.44%	10
2023 Q4	$3.43M	Buy	67,242 +900	+1%	+$43.3K	2.54%	11
2023 Q3	$3.12M	Buy	66,342 +1,082	+2%	+$52.9K	2.37%	10
2023 Q2	$3.21M	Buy	65,260 +1,035	+2%	+$51K	2.35%	9
2023 Q1	$3.13M	Hold	64,225	–	–	2.38%	9
2022 Q4	$2.92M	Buy	64,225 +525	+0.8%	+$23K	2.31%	9
2022 Q3	$2.55M	Hold	63,700	–	–	2.11%	11
2022 Q2	$2.87M	Buy	63,700 +1,140	+2%	+$55.2K	2.27%	10
2022 Q1	$3.27M	Sell	62,560 -1,860	-3%	-$99.1K	2.14%	10
2021 Q4	$3.58M	Buy	64,420 +940	+1%	+$52.9K	2.2%	11
2021 Q3	$3.52M	Hold	63,480	–	–	2.34%	10
2021 Q2	$3.65M	Buy	+63,480	New	+$3.64M	2.39%	9

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

C.M. Bidwell & Associates's ACWX Position: Q2 2026 in Review

C.M. Bidwell & Associates increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $56.9K and bringing the position to 71,957 shares worth $5.48M. The position accounts for 2.24% of the portfolio, ranked #10.

C.M. Bidwell & Associates first reported a position in ACWX in Q2 2021 and has held it in 21 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

C.M. Bidwell & Associates held 71,957 shares of iShares MSCI ACWI ex US ETF worth $5.48M as of Q2 2026.
C.M. Bidwell & Associates bought 765 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $56.9K.
iShares MSCI ACWI ex US ETF made up 2.24% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #10 holding.
C.M. Bidwell & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and has held it in 21 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.