Camelot Technology Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Camelot Technology 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 Q3	$361K	Hold	4,770	–	–	0.24%	50
2026 Q2	$363K	Buy	4,770 +39	+0.8%	+$2.9K	0.24%	52
2026 Q1	$324K	Sell	4,731 -538	-10%	-$38K	0.23%	52
2025 Q4	$354K	Buy	5,269 +56	+1%	+$3.71K	0.26%	46
2025 Q3	$339K	Hold	5,213	–	–	0.27%	46
2025 Q2	$318K	Buy	5,213 +49	+0.9%	+$2.83K	0.27%	45
2025 Q1	$286K	Hold	5,164	–	–	0.26%	47
2024 Q4	$269K	Buy	5,164 +50	+1%	+$2.74K	0.24%	48
2024 Q3	$293K	Hold	5,114	–	–	0.26%	50
2024 Q2	$272K	Buy	5,114 +50	+1%	+$2.67K	0.25%	50
2024 Q1	$270K	Hold	5,064	–	–	0.25%	53
2023 Q4	$258K	Buy	+5,064	New	+$244K	0.26%	52

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Camelot Technology Advisors's ACWX Position: Q3 2026 in Review

Camelot Technology Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 4,770 shares worth $361K. The position accounts for 0.24% of the portfolio, ranked #50.

Camelot Technology Advisors first reported a position in ACWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $363K in Q2 2026. 481 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Camelot Technology Advisors held 4,770 shares of iShares MSCI ACWI ex US ETF worth $361K as of Q3 2026.
Camelot Technology Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.24% of Camelot Technology Advisors's portfolio in Q3 2026, its #50 holding.
Camelot Technology Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's iShares MSCI ACWI ex US ETF position peaked at $363K in Q2 2026.
481 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.