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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
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

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Csenge Advisory Group's ACWX Position: Q2 2025 in Review

Csenge Advisory Group sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 5,969 shares — an estimated $326K sold.

Csenge Advisory Group first reported a position in ACWX in Q4 2022 and held it in 2 quarters. The position peaked at $326K in Q1 2025. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Csenge Advisory Group reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 5,969 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $326K.
  • Csenge Advisory Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and held it in 2 quarters.
  • Csenge Advisory Group's iShares MSCI ACWI ex US ETF position peaked at $326K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Csenge Advisory Group's 13F filing for Q2 2025, filed 6 Aug 2025.