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Cobblestone Capital Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cobblestone Capital Advisors’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
2025
Q3 		$2.57M Sell
39,568
-505
-1% -$31.6K 0.12% 77
2025
Q2 		$2.44M Sell
40,073
-810
-2% -$46.8K 0.13% 75
2025
Q1 		$2.27M Sell
40,883
-727
-2% -$39.9K 0.12% 75
2024
Q4 		$2.17M Sell
41,610
-50
-0.1% -$2.73K 0.12% 74
2024
Q3 		$2.38M Sell
41,660
-558
-1% -$30.4K 0.13% 68
2024
Q2 		$2.24M Sell
42,218
-334
-0.8% -$17.8K 0.14% 69
2024
Q1 		$2.27M Sell
42,552
-702
-2% -$36K 0.14% 69
2023
Q4 		$2.21M Sell
43,254
-44
-0.1% -$2.12K 0.15% 71
2023
Q3 		$2.04M Sell
43,298
-489
-1% -$23.9K 0.15% 68
2023
Q2 		$2.16M Sell
43,787
-758
-2% -$37.3K 0.15% 71
2023
Q1 		$2.17M Sell
44,545
-15
-0% -$723 0.16% 67
2022
Q4 		$2.03M Sell
44,560
-4,271
-9% -$187K 0.15% 77
2022
Q3 		$1.95M Sell
48,831
-10,964
-18% -$488K 0.16% 68
2022
Q2 		$2.69M Buy
59,795
+6,022
+11% +$291K 0.21% 55
2022
Q1 		$2.81M Sell
53,773
-643
-1% -$34.3K 0.19% 58
2021
Q4 		$3.03M Sell
54,416
-1,239
-2% -$69.7K 0.19% 58
2021
Q3 		$3.08M Buy
55,655
+770
+1% +$43.9K 0.21% 53
2021
Q2 		$3.16M Sell
54,885
-1,742
-3% -$100K 0.21% 55
2021
Q1 		$3.13M Sell
56,627
-1,289
-2% -$71.2K 0.23% 53
2020
Q4 		$3.07M Sell
57,916
-519
-0.9% -$25.7K 0.24% 53
2020
Q3 		$2.69M Sell
58,435
-4,281
-7% -$197K 0.23% 54
2020
Q2 		$2.71M Buy
62,716
+24,225
+63% +$990K 0.25% 55
2020
Q1 		$1.45M Buy
38,491
+16,981
+79% +$763K 0.16% 71
2019
Q4 		$1.06M Hold
21,510
– – 0.1% 100
2019
Q3 		$991K Sell
21,510
-15
-0.1% -$687 0.1% 99
2019
Q2 		$1.01M Buy
21,525
+370
+2% +$17.2K 0.09% 103
2019
Q1 		$979K Sell
21,155
-4,695
-18% -$211K 0.09% 96
2018
Q4 		$1.08M Buy
+25,850
New +$1.14M 0.11% 86
2018
Q1 		– Sell
-4,188
Closed -$209K – 237
2017
Q4 		$209K Hold
4,188
– – 0.02% 233
2017
Q3 		$202K Buy
+4,188
New +$198K 0.02% 187
2016
Q1 		– Sell
-172,243
Closed -$6.82M – 179
2015
Q4 		$6.82M Buy
+172,243
New +$7.05M 1.03% 29

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cobblestone Capital Advisors's ACWX Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.3% in Q3 2025, selling an estimated $31.6K and leaving 39,568 shares worth $2.57M. The position accounts for 0.12% of the portfolio, ranked #77.

Cobblestone Capital Advisors first reported a position in ACWX in Q4 2015 and has held it in 31 quarters since. The position peaked at $6.82M in Q4 2015. 548 funds tracked by Wall St. Rank hold ACWX as of Q3 2025.

  • Cobblestone Capital Advisors held 39,568 shares of iShares MSCI ACWI ex US ETF worth $2.57M as of Q3 2025.
  • Cobblestone Capital Advisors sold 505 iShares MSCI ACWI ex US ETF shares in Q3 2025, an estimated $31.6K.
  • iShares MSCI ACWI ex US ETF made up 0.12% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #77 holding.
  • Cobblestone Capital Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 31 quarters since.
  • Cobblestone Capital Advisors's iShares MSCI ACWI ex US ETF position peaked at $6.82M in Q4 2015.
  • 548 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.