CX Institutional’s iShares MSCI ACWI ETF ACWI Stock Holding History

CX Institutional’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26K	Buy	168 +2	+1%	+$306	﹤0.01%	1107
2026 Q1	$23K	Hold	166	–	–	﹤0.01%	1099
2025 Q4	$24K	Buy	166 +1	+0.6%	+$140	﹤0.01%	1083
2025 Q3	$23K	Hold	165	–	–	﹤0.01%	1069
2025 Q2	$21K	Hold	165	–	–	﹤0.01%	952
2025 Q1	$19K	Buy	+165	New	+$19.8K	﹤0.01%	945
2022 Q3	–	Sell	-27,807	Closed	-$2.33M	–	461
2022 Q2	$2.33M	Buy	+27,807	New	+$2.53M	0.18%	143
2020 Q2	–	Sell	-30	Closed	-$2K	–	854
2020 Q1	$2K	Sell	30 -5	-14%	-$370	﹤0.01%	648
2019 Q4	$3K	Sell	35 -8	-19%	-$612	﹤0.01%	616
2019 Q3	$3K	Sell	43 -14	-25%	-$1.03K	﹤0.01%	651
2019 Q2	$4K	Sell	57 -673	-92%	-$49.1K	﹤0.01%	633
2019 Q1	$53K	Sell	730 -11,210	-94%	-$779K	0.01%	322
2018 Q4	$766K	Buy	11,940 +10,643	+821%	+$731K	0.16%	109
2018 Q3	$96K	Sell	1,297 -349	-21%	-$25.5K	0.03%	147
2018 Q2	$117K	Buy	+1,646	New	+$119K	0.04%	124

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

CX Institutional's ACWI Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI ACWI ETF (ACWI) stake by 1.2% in Q2 2026, buying an estimated $306 and bringing the position to 168 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

CX Institutional first reported a position in ACWI in Q2 2018 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2022. 157 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

CX Institutional held 168 shares of iShares MSCI ACWI ETF worth $26K as of Q2 2026.
CX Institutional bought 2 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $306.
iShares MSCI ACWI ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1107 holding.
CX Institutional first reported a position in iShares MSCI ACWI ETF in Q2 2018 and has held it in 15 quarters since.
CX Institutional's iShares MSCI ACWI ETF position peaked at $2.33M in Q2 2022.
157 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.