CGFA
ACWX icon

Colton Groome Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Colton Groome Financial 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
2026
Q2 		$802K Buy
10,532
+1,052
+11% +$78.3K 0.19% 72
2026
Q1 		$649K Sell
9,480
-789
-8% -$55.7K 0.18% 71
2025
Q4 		$689K Buy
10,269
+1,318
+15% +$87.3K 0.2% 72
2025
Q3 		$582K Buy
8,951
+263
+3% +$16.4K 0.18% 76
2025
Q2 		$529K Buy
8,688
+324
+4% +$18.7K 0.18% 78
2025
Q1 		$476K Buy
8,364
+523
+7% +$28.7K 0.18% 73
2024
Q4 		$409K Buy
7,841
+97
+1% +$5.31K 0.16% 79
2024
Q3 		$443K Buy
7,744
+278
+4% +$15.1K 0.17% 81
2024
Q2 		$397K Buy
7,466
+918
+14% +$49K 0.16% 79
2024
Q1 		$350K Buy
6,548
+555
+9% +$28.5K 0.14% 83
2023
Q4 		$306K Sell
5,993
-4,794
-44% -$231K 0.13% 90
2023
Q3 		$507K Buy
10,787
+288
+3% +$14.1K 0.25% 68
2023
Q2 		$517K Buy
10,499
+57
+0.5% +$2.81K 0.24% 75
2023
Q1 		$509K Buy
10,442
+348
+3% +$16.8K 0.24% 76
2022
Q4 		$459K Sell
10,094
-58,769
-85% -$2.58M 0.23% 74
2022
Q3 		$2.75M Buy
68,863
+59,670
+649% +$2.66M 1.4% 14
2022
Q2 		$414K Buy
9,193
+883
+11% +$42.7K 0.21% 61
2022
Q1 		$434K Sell
8,310
-85,759
-91% -$4.57M 0.2% 63
2021
Q4 		$5.23M Buy
94,069
+86,784
+1,191% +$4.88M 2.13% 15
2021
Q3 		$404K Buy
7,285
+1,040
+17% +$59.2K 0.18% 77
2021
Q2 		$359K Buy
6,245
+815
+15% +$46.8K 0.16% 88
2021
Q1 		$300K Buy
+5,430
New +$300K 0.17% 57

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

Colton Groome Financial Advisors's ACWX Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 11% in Q2 2026, buying an estimated $78.3K and bringing the position to 10,532 shares worth $802K. The position accounts for 0.19% of the portfolio, ranked #72.

Colton Groome Financial Advisors first reported a position in ACWX in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.23M in Q4 2021. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Colton Groome Financial Advisors held 10,532 shares of iShares MSCI ACWI ex US ETF worth $802K as of Q2 2026.
  • Colton Groome Financial Advisors bought 1,052 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $78.3K.
  • iShares MSCI ACWI ex US ETF made up 0.19% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • Colton Groome Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q1 2021 and has held it in 22 quarters since.
  • Colton Groome Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $5.23M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.