CMH Wealth Management
ACWX icon

CMH Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

CMH Wealth Management’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 		$16M Buy
212,065
+11,842
+6% +$904K 2.42% 11
2026
Q2 		$15.2M Buy
200,223
+6,024
+3% +$448K 2.32% 13
2026
Q1 		$13.3M Buy
194,199
+3,070
+2% +$217K 2.28% 11
2025
Q4 		$12.8M Sell
191,129
-535
-0.3% -$35.4K 2.75% 10
2025
Q3 		$12.5M Sell
191,664
-108
-0.1% -$6.75K 2.66% 8
2025
Q2 		$11.7M Sell
191,772
-42,035
-18% -$2.43M 2.72% 7
2025
Q1 		$13M Buy
233,807
+2,764
+1% +$152K 3.25% 8
2024
Q4 		$12.1M Buy
231,043
+3,054
+1% +$167K 2.76% 10
2024
Q3 		$13M Buy
227,989
+1,056
+0.5% +$57.5K 3.07% 8
2024
Q2 		$12.1M Buy
226,933
+42
+0% +$2.24K 2.97% 9
2024
Q1 		$12.1M Sell
226,891
-11,233
-5% -$577K 3.08% 8
2023
Q4 		$12.2M Sell
238,124
-3,361
-1% -$162K 2.95% 12
2023
Q3 		$11.4M Buy
241,485
+5,340
+2% +$261K 3.17% 9
2023
Q2 		$11.6M Buy
236,145
+119
+0.1% +$5.86K 3.13% 8
2023
Q1 		$11.5M Buy
236,026
+6,343
+3% +$306K 3.32% 8
2022
Q4 		$10.5M Buy
+229,683
New +$10.1M 3.35% 8
2019
Q1 		– Sell
-11,690
Closed -$491K – 53
2018
Q4 		$491K Sell
11,690
-10,400
-47% -$459K 0.3% 55
2018
Q3 		$1.06M Hold
22,090
– – 0.55% 52
2018
Q2 		$1.03M Buy
+22,090
New +$1.09M 0.59% 52

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

CMH Wealth Management's ACWX Position: Q3 2026 in Review

CMH Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.9% in Q3 2026, buying an estimated $904K and bringing the position to 212,065 shares worth $16M. The position accounts for 2.42% of the portfolio, ranked #11.

CMH Wealth Management first reported a position in ACWX in Q2 2018 and has held it in 19 quarters since. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • CMH Wealth Management held 212,065 shares of iShares MSCI ACWI ex US ETF worth $16M as of Q3 2026.
  • CMH Wealth Management bought 11,842 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $904K.
  • iShares MSCI ACWI ex US ETF made up 2.42% of CMH Wealth Management's portfolio in Q3 2026, its #11 holding.
  • CMH Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and has held it in 19 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.