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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CMH Wealth Management's ACWX Position: Q2 2026 in Review

CMH Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.1% in Q2 2026, buying an estimated $448K and bringing the position to 200,223 shares worth $15.2M. The position accounts for 2.32% of the portfolio, ranked #13.

CMH Wealth Management first reported a position in ACWX in Q2 2018 and has held it in 18 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • CMH Wealth Management held 200,223 shares of iShares MSCI ACWI ex US ETF worth $15.2M as of Q2 2026.
  • CMH Wealth Management bought 6,024 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $448K.
  • iShares MSCI ACWI ex US ETF made up 2.32% of CMH Wealth Management's portfolio in Q2 2026, its #13 holding.
  • CMH Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and has held it in 18 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.