Essex Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Essex Financial Services’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	$332K	Buy	4,356 +8	+0.2%	+$595	0.02%	620
2026 Q1	$298K	Hold	4,348	–	–	0.02%	620
2025 Q4	$292K	Buy	4,348 +12	+0.3%	+$795	0.02%	607
2025 Q3	$282K	Hold	4,336	–	–	0.02%	597
2025 Q2	$264K	Buy	4,336 +10	+0.2%	+$577	0.02%	583
2025 Q1	$240K	Hold	4,326	–	–	0.02%	555
2024 Q4	$226K	Sell	4,326 -190	-4%	-$10.4K	0.02%	569
2024 Q3	$251K	Hold	4,516	–	–	0.02%	537
2024 Q2	$237K	Buy	4,516 +251	+6%	+$13.4K	0.02%	538
2024 Q1	$228K	Buy	+4,265	New	+$219K	0.02%	478

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Essex Financial Services's ACWX Position: Q2 2026 in Review

Essex Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.18% in Q2 2026, buying an estimated $595 and bringing the position to 4,356 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #620.

Essex Financial Services first reported a position in ACWX in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Essex Financial Services held 4,356 shares of iShares MSCI ACWI ex US ETF worth $332K as of Q2 2026.
Essex Financial Services bought 8 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $595.
iShares MSCI ACWI ex US ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #620 holding.
Essex Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q1 2024 and has held it in 10 quarters since.
579 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.