Csenge Advisory Group
ACWX icon

Csenge Advisory Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Csenge Advisory 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
Q3 		$3.33M Buy
+44,026
New +$3.36M 0.13% 146
2025
Q2 		– Sell
-5,969
Closed -$326K – 683
2025
Q1 		$326K Buy
+5,969
New +$328K 0.02% 508
2023
Q1 		– Sell
-6,935
Closed -$316K – 596
2022
Q4 		$316K Buy
+6,935
New +$304K 0.02% 451

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Csenge Advisory Group's ACWX Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 44,026 shares worth $3.33M. The stake represents 0.13% of the portfolio and ranks #146 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in ACWX as recently as Q1 2025.

Csenge Advisory Group first reported a position in ACWX in Q4 2022 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Csenge Advisory Group held 44,026 shares of iShares MSCI ACWI ex US ETF worth $3.33M as of Q3 2026.
  • iShares MSCI ACWI ex US ETF was a new Csenge Advisory Group position in Q3 2026.
  • iShares MSCI ACWI ex US ETF made up 0.13% of Csenge Advisory Group's portfolio in Q3 2026, its #146 holding.
  • Csenge Advisory Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.