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Cahill Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cahill Financial Advisors’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 		$765K Sell
10,054
-945
-9% -$70.3K 0.07% 151
2026
Q1 		$753K Hold
10,999
– – 0.08% 147
2025
Q4 		$738K Buy
10,999
+50
+0.5% +$3.31K 0.08% 150
2025
Q3 		$712K Hold
10,949
– – 0.08% 149
2025
Q2 		$667K Buy
10,949
+45
+0.4% +$2.6K 0.08% 143
2025
Q1 		$605K Hold
10,904
– – 0.08% 147
2024
Q4 		$569K Buy
10,904
+45
+0.4% +$2.46K 0.08% 149
2024
Q3 		$621K Hold
10,859
– – 0.09% 143
2024
Q2 		$577K Buy
10,859
+45
+0.4% +$2.4K 0.08% 164
2024
Q1 		$577K Buy
10,814
+3,026
+39% +$155K 0.08% 162
2023
Q4 		$398K Hold
7,788
– – 0.06% 179
2023
Q3 		$366K Sell
7,788
-2,852
-27% -$140K 0.06% 180
2023
Q2 		$524K Buy
10,640
+13
+0.1% +$640 0.08% 157
2023
Q1 		$518K Hold
10,627
– – 0.09% 149
2022
Q4 		$484K Buy
10,627
+824
+8% +$36.1K 0.09% 152
2022
Q3 		$392K Buy
+9,803
New +$436K 0.08% 165
2021
Q4 		– Sell
-1,741
Closed -$96K – 226
2021
Q3 		$96K Buy
+1,741
New +$99.2K 0.02% 270

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cahill Financial Advisors's ACWX Position: Q2 2026 in Review

Cahill Financial Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.6% in Q2 2026, selling an estimated $70.3K and leaving 10,054 shares worth $765K. The position accounts for 0.07% of the portfolio, ranked #151.

Cahill Financial Advisors first reported a position in ACWX in Q3 2021 and has held it in 17 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Cahill Financial Advisors held 10,054 shares of iShares MSCI ACWI ex US ETF worth $765K as of Q2 2026.
  • Cahill Financial Advisors sold 945 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $70.3K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Cahill Financial Advisors's portfolio in Q2 2026, its #151 holding.
  • Cahill Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2021 and has held it in 17 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.