CX Institutional’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

CX Institutional’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	$73K	Hold	960	–	–	﹤0.01%	940
2026 Q2	$73K	Buy	960 +10	+1%	+$744	﹤0.01%	917
2026 Q1	$65K	Hold	950	–	–	﹤0.01%	927
2025 Q4	$64K	Buy	950 +15	+2%	+$994	﹤0.01%	928
2025 Q3	$61K	Hold	935	–	–	﹤0.01%	906
2025 Q2	$57K	Hold	935	–	–	﹤0.01%	837
2025 Q1	$52K	Buy	+935	New	+$51.3K	﹤0.01%	829

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

CX Institutional's ACWX Position: Q3 2026 in Review

CX Institutional held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 960 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

CX Institutional first reported a position in ACWX in Q1 2025 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

CX Institutional held 960 shares of iShares MSCI ACWI ex US ETF worth $73K as of Q3 2026.
CX Institutional left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #940 holding.
CX Institutional first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.