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Canopy Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Canopy Partners’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 		$870K Sell
11,436
-1
-0% -$74 0.26% 73
2026
Q1 		$783K Hold
11,437
– – 0.27% 76
2025
Q4 		$768K Hold
11,437
– – 0.25% 77
2025
Q3 		$744K Hold
11,437
– – 0.25% 80
2025
Q2 		$697K Sell
11,437
-682
-6% -$39.4K 0.26% 79
2025
Q1 		$672K Hold
12,119
– – 0.26% 80
2024
Q4 		$632K Hold
12,119
– – 0.24% 87
2024
Q3 		$693K Buy
12,119
+3,780
+45% +$206K 0.3% 75
2024
Q2 		$443K Hold
8,339
– – 0.21% 101
2024
Q1 		$445K Sell
8,339
-530
-6% -$27.2K 0.22% 99
2023
Q4 		$453K Buy
+8,869
New +$427K 0.28% 86

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 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

Canopy Partners's ACWX Position: Q2 2026 in Review

Canopy Partners reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.01% in Q2 2026, selling an estimated $74 and leaving 11,436 shares worth $870K. The position accounts for 0.26% of the portfolio, ranked #73.

Canopy Partners first reported a position in ACWX in Q4 2023 and has held it in 11 quarters since. 201 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Canopy Partners held 11,436 shares of iShares MSCI ACWI ex US ETF worth $870K as of Q2 2026.
  • Canopy Partners sold 1 iShares MSCI ACWI ex US ETF share in Q2 2026, an estimated $74.
  • iShares MSCI ACWI ex US ETF made up 0.26% of Canopy Partners's portfolio in Q2 2026, its #73 holding.
  • Canopy Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 11 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.