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Cassilly Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cassilly Financial Group’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 		$2.77M Buy
36,664
+18,828
+106% +$1.44M 1.86% 15
2026
Q2 		$1.36M Buy
+17,836
New +$1.33M 0.99% 22

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Cassilly Financial Group's ACWX Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 106% in Q3 2026, buying an estimated $1.44M and bringing the position to 36,664 shares worth $2.77M. The position accounts for 1.86% of the portfolio, ranked #15.

Cassilly Financial Group first reported a position in ACWX in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Cassilly Financial Group held 36,664 shares of iShares MSCI ACWI ex US ETF worth $2.77M as of Q3 2026.
  • Cassilly Financial Group bought 18,828 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.44M.
  • iShares MSCI ACWI ex US ETF made up 1.86% of Cassilly Financial Group's portfolio in Q3 2026, its #15 holding.
  • Cassilly Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.