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Concurrent Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Concurrent Investment 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 		$5.17M Buy
67,953
+2,476
+4% +$184K 0.04% 424
2026
Q1 		$4.48M Buy
65,477
+6,249
+11% +$441K 0.05% 379
2025
Q4 		$3.98M Buy
+59,228
New +$3.92M 0.05% 383

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Concurrent Investment Advisors's ACWX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.8% in Q2 2026, buying an estimated $184K and bringing the position to 67,953 shares worth $5.17M. The position accounts for 0.04% of the portfolio, ranked #424.

Concurrent Investment Advisors first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Concurrent Investment Advisors held 67,953 shares of iShares MSCI ACWI ex US ETF worth $5.17M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,476 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $184K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #424 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.