CI
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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
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

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

CX Institutional's ACWX Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.1% in Q2 2026, buying an estimated $744 and bringing the position to 960 shares worth $73K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

CX Institutional first reported a position in ACWX in Q1 2025 and has held it in 6 quarters since. 178 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • CX Institutional held 960 shares of iShares MSCI ACWI ex US ETF worth $73K as of Q2 2026.
  • CX Institutional bought 10 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $744.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #917 holding.
  • CX Institutional first reported a position in iShares MSCI ACWI ex US ETF in Q1 2025 and has held it in 6 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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