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Eagle Strategies’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Eagle Strategies’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 		$577K Buy
7,578
+271
+4% +$20.2K 0.06% 185
2026
Q1 		$500K Buy
7,307
+1,089
+18% +$76.8K 0.06% 183
2025
Q4 		$417K Buy
6,218
+175
+3% +$11.6K 0.05% 180
2025
Q3 		$393K Sell
6,043
-202
-3% -$12.6K 0.05% 183
2025
Q2 		$381K Buy
6,245
+4
+0.1% +$231 0.06% 168
2025
Q1 		$346K Sell
6,241
-62
-1% -$3.4K 0.06% 164
2024
Q4 		$329K Buy
6,303
+91
+1% +$4.98K 0.06% 167
2024
Q3 		$355K Sell
6,212
-716
-10% -$39K 0.06% 158
2024
Q2 		$368K Buy
+6,928
New +$370K 0.07% 153
2024
Q1 		– Sell
-7,118
Closed -$363K – 267
2023
Q4 		$363K Buy
7,118
+100
+1% +$4.81K 0.08% 143
2023
Q3 		$330K Buy
7,018
+33
+0.5% +$1.61K 0.08% 139
2023
Q2 		$344K Buy
6,985
+112
+2% +$5.51K 0.08% 139
2023
Q1 		$335K Sell
6,873
-72
-1% -$3.47K 0.08% 139
2022
Q4 		$316K Sell
6,945
-77
-1% -$3.38K 0.09% 130
2022
Q3 		$281K Buy
7,022
+25
+0.4% +$1.11K 0.15% 82
2022
Q2 		$315K Buy
6,997
+127
+2% +$6.15K 0.11% 109
2022
Q1 		$359K Buy
6,870
+10
+0.1% +$533 0.14% 102
2021
Q4 		$381K Buy
+6,860
New +$386K 0.15% 101

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
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
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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Eagle Strategies's ACWX Position: Q2 2026 in Review

Eagle Strategies increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.7% in Q2 2026, buying an estimated $20.2K and bringing the position to 7,578 shares worth $577K. The position accounts for 0.06% of the portfolio, ranked #185.

Eagle Strategies first reported a position in ACWX in Q4 2021 and has held it in 18 quarters since. 355 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Eagle Strategies held 7,578 shares of iShares MSCI ACWI ex US ETF worth $577K as of Q2 2026.
  • Eagle Strategies bought 271 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $20.2K.
  • iShares MSCI ACWI ex US ETF made up 0.06% of Eagle Strategies's portfolio in Q2 2026, its #185 holding.
  • Eagle Strategies first reported a position in iShares MSCI ACWI ex US ETF in Q4 2021 and has held it in 18 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.