CWM
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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

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 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. 120 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.
  • 120 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.