Donor Advised Charitable Giving’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Donor Advised Charitable Giving’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	$300K	Buy	3,947 +194	+5%	+$14.4K	0.01%	30
2026 Q1	$257K	Sell	3,753 -279	-7%	-$19.7K	0.01%	29
2025 Q4	$271K	Sell	4,032 -763	-16%	-$50.6K	0.01%	34
2025 Q3	$312K	Sell	4,795 -9,210	-66%	-$576K	0.01%	35
2025 Q2	$853K	Hold	14,005	–	–	0.02%	23
2025 Q1	$777K	Buy	14,005 +5,861	+72%	+$322K	0.02%	23
2024 Q4	$425K	Buy	+8,144	New	+$445K	0.01%	31

Other funds holding ACWX

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Donor Advised Charitable Giving's ACWX Position: Q2 2026 in Review

Donor Advised Charitable Giving increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,947 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #30.

Donor Advised Charitable Giving first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. The position peaked at $853K in Q2 2025. 460 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Donor Advised Charitable Giving held 3,947 shares of iShares MSCI ACWI ex US ETF worth $300K as of Q2 2026.
Donor Advised Charitable Giving bought 194 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $14.4K.
iShares MSCI ACWI ex US ETF made up 0.01% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #30 holding.
Donor Advised Charitable Giving first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
Donor Advised Charitable Giving's iShares MSCI ACWI ex US ETF position peaked at $853K in Q2 2025.
460 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.