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Essential Investment Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Essential Investment Partners’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 		$852K Hold
11,200
– – 0.68% 40
2026
Q1 		$767K Sell
11,200
-1,500
-12% -$106K 0.71% 45
2025
Q4 		$853K Buy
+12,700
New +$841K 0.8% 39

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

Essential Investment Partners's ACWX Position: Q2 2026 in Review

Essential Investment Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 11,200 shares worth $852K. The position accounts for 0.68% of the portfolio, ranked #40.

Essential Investment Partners first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. The position peaked at $853K in Q4 2025. 178 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Essential Investment Partners held 11,200 shares of iShares MSCI ACWI ex US ETF worth $852K as of Q2 2026.
  • Essential Investment Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.68% of Essential Investment Partners's portfolio in Q2 2026, its #40 holding.
  • Essential Investment Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's iShares MSCI ACWI ex US ETF position peaked at $853K in Q4 2025.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.