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

Cumberland 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 		$12.6M Sell
165,185
-670
-0.4% -$49.9K 4.43% 4
2026
Q1 		$11.4M Sell
165,855
-1,930
-1% -$136K 4.44% 4
2025
Q4 		$11.3M Sell
167,785
-2,910
-2% -$193K 4.27% 5
2025
Q3 		$11.1M Buy
170,695
+1,230
+0.7% +$76.9K 4.26% 5
2025
Q2 		$10.3M Buy
169,465
+20,300
+14% +$1.17M 4.34% 5
2025
Q1 		$8.27M Buy
149,165
+1,230
+0.8% +$67.5K 3.75% 7
2024
Q4 		$7.72M Sell
147,935
-6,520
-4% -$357K 3.08% 9
2024
Q3 		$8.84M Sell
154,455
-4,100
-3% -$223K 3.51% 8
2024
Q2 		$8.42M Sell
158,555
-2,850
-2% -$152K 3.45% 9
2024
Q1 		$8.62M Buy
161,405
+12,645
+9% +$649K 3.2% 8
2023
Q4 		$7.59M Buy
148,760
+57,795
+64% +$2.78M 3.26% 8
2023
Q3 		$4.28M Sell
90,965
-3,965
-4% -$194K 1.9% 11
2023
Q2 		$4.67M Sell
94,930
-23,230
-20% -$1.14M 2.14% 9
2023
Q1 		$5.76M Sell
118,160
-40
-0% -$1.93K 2.36% 10
2022
Q4 		$5.38M Sell
118,200
-13,330
-10% -$585K 2.33% 12
2022
Q3 		$5.26M Sell
131,530
-79,155
-38% -$3.52M 2.1% 13
2022
Q2 		$9.48M Sell
210,685
-107,655
-34% -$5.21M 3.15% 11
2022
Q1 		$16.6M Sell
318,340
-85,690
-21% -$4.56M 3.86% 7
2021
Q4 		$22.5M Buy
404,030
+5,920
+1% +$333K 4.71% 6
2021
Q3 		$22.1M Buy
398,110
+9,990
+3% +$569K 5.1% 5
2021
Q2 		$22.3M Buy
388,120
+51,940
+15% +$2.98M 5.24% 5
2021
Q1 		$18.6M Buy
336,180
+81,185
+32% +$4.49M 4.6% 6
2020
Q4 		$13.5M Buy
+254,995
New +$12.6M 4.95% 7
2020
Q2 		$6.57M Sell
151,945
-6,375
-4% -$261K 2.49% 14
2020
Q1 		$5.96M Buy
158,320
+41,650
+36% +$1.87M 2.43% 15
2019
Q4 		$5.73M Buy
+116,670
New +$5.56M 1.97% 18
2013
Q3 		– Sell
-52,820
Closed -$2.15M – 37
2013
Q2 		$2.15M Buy
+52,820
New +$2.28M 1.17% 31

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

Cumberland Advisors's ACWX Position: Q2 2026 in Review

Cumberland Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.4% in Q2 2026, selling an estimated $49.9K and leaving 165,185 shares worth $12.6M. The position accounts for 4.43% of the portfolio, ranked #4.

Cumberland Advisors first reported a position in ACWX in Q2 2013 and has held it in 27 quarters since. The position peaked at $22.5M in Q4 2021. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Cumberland Advisors held 165,185 shares of iShares MSCI ACWI ex US ETF worth $12.6M as of Q2 2026.
  • Cumberland Advisors sold 670 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $49.9K.
  • iShares MSCI ACWI ex US ETF made up 4.43% of Cumberland Advisors's portfolio in Q2 2026, its #4 holding.
  • Cumberland Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 27 quarters since.
  • Cumberland Advisors's iShares MSCI ACWI ex US ETF position peaked at $22.5M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cumberland Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.