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Cornerstone Planning Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cornerstone Planning Group’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 		$105K Buy
1,398
+102
+8% +$7.59K 0.01% 244
2026
Q1 		$95.8K Sell
1,296
-886
-41% -$62.5K 0.01% 252
2025
Q4 		$157K Sell
2,182
-363
-14% -$24.1K 0.02% 161
2025
Q3 		$169K Buy
2,545
+2,025
+389% +$127K 0.03% 149
2025
Q2 		$31.7K Buy
520
+7
+1% +$404 0.01% 316
2025
Q1 		$28.6K Hold
513
– – 0.01% 333
2024
Q4 		$27.6K Buy
513
+8
+2% +$438 0.01% 262
2024
Q3 		$28K Sell
505
-1
-0.2% -$54 0.01% 254
2024
Q2 		$25.8K Buy
506
+8
+2% +$427 0.01% 284
2024
Q1 		$26.6K Hold
498
– – 0.01% 261
2023
Q4 		$25.4K Hold
498
– – 0.01% 286
2023
Q3 		$23.4K Hold
498
– – 0.01% 285
2023
Q2 		$24.5K Buy
+498
New +$24.5K 0.01% 389
2022
Q4 		$24.3K Buy
+498
New +$21.8K 0.01% 405

Other funds holding ACWX

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Cornerstone Planning Group's ACWX Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 7.9% in Q2 2026, buying an estimated $7.59K and bringing the position to 1,398 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #244.

Cornerstone Planning Group first reported a position in ACWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $169K in Q3 2025. 460 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Cornerstone Planning Group held 1,398 shares of iShares MSCI ACWI ex US ETF worth $105K as of Q2 2026.
  • Cornerstone Planning Group bought 102 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $7.59K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #244 holding.
  • Cornerstone Planning Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares MSCI ACWI ex US ETF position peaked at $169K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.