ECM
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Elgethun Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Elgethun Capital Management’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 		$571K Hold
7,500
– – 0.08% 97
2026
Q1 		$514K Hold
7,500
– – 0.08% 91
2025
Q4 		$503K Hold
7,500
– – 0.09% 92
2025
Q3 		$491K Buy
+7,500
New +$469K 0.09% 85

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Elgethun Capital Management's ACWX Position: Q2 2026 in Review

Elgethun Capital Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 7,500 shares worth $571K. The position accounts for 0.08% of the portfolio, ranked #97.

Elgethun Capital Management first reported a position in ACWX in Q3 2025 and has held it in 4 quarters since. 327 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Elgethun Capital Management held 7,500 shares of iShares MSCI ACWI ex US ETF worth $571K as of Q2 2026.
  • Elgethun Capital Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.08% of Elgethun Capital Management's portfolio in Q2 2026, its #97 holding.
  • Elgethun Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 4 quarters since.
  • 327 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Elgethun Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.