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

Catalyst Financial 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	$3.12M	Buy	41,024 +650	+2%	+$48.4K	0.31%	47
2026 Q1	$2.76M	Buy	40,374 +9,374	+30%	+$661K	0.33%	42
2025 Q4	$2.08M	Hold	31,000	–	–	0.23%	48
2025 Q3	$2.02M	Hold	31,000	–	–	0.24%	44
2025 Q2	$1.89M	Hold	31,000	–	–	0.21%	41
2025 Q1	$1.72M	Hold	31,000	–	–	0.32%	41
2024 Q4	$1.62M	Sell	31,000 -3,758	-11%	-$206K	0.3%	45
2024 Q3	$1.99M	Buy	34,758 +3,758	+12%	+$205K	0.39%	35
2024 Q2	$1.65M	Buy	+31,000	New	+$1.65M	0.36%	38

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

Catalyst Financial Partners's ACWX Position: Q2 2026 in Review

Catalyst Financial Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.6% in Q2 2026, buying an estimated $48.4K and bringing the position to 41,024 shares worth $3.12M. The position accounts for 0.31% of the portfolio, ranked #47.

Catalyst Financial Partners first reported a position in ACWX in Q2 2024 and has held it in 9 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Catalyst Financial Partners held 41,024 shares of iShares MSCI ACWI ex US ETF worth $3.12M as of Q2 2026.
Catalyst Financial Partners bought 650 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $48.4K.
iShares MSCI ACWI ex US ETF made up 0.31% of Catalyst Financial Partners's portfolio in Q2 2026, its #47 holding.
Catalyst Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 9 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.