Ferguson Wellman Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $418M | Sell |
5,496,301
-4,906
| -0.1% | -$365K | 5.11% | 2 |
|
|
2026
Q1 | $377M | Buy |
+5,501,207
| New | +$388M | 5.15% | 1 |
|
|
2021
Q1 | – | Sell |
-81,137
| Closed | -$4.3M | – | 327 |
|
|
2020
Q4 | $4.3M | Buy |
81,137
+515
| +0.6% | +$25.5K | 0.11% | 140 |
|
|
2020
Q3 | $3.71M | Buy |
80,622
+6,032
| +8% | +$278K | 0.1% | 138 |
|
|
2020
Q2 | $3.23M | Sell |
74,590
-2,960
| -4% | -$121K | 0.1% | 139 |
|
|
2020
Q1 | $2.92M | Buy |
77,550
+7,874
| +11% | +$354K | 0.11% | 134 |
|
|
2019
Q4 | $3.42M | Buy |
69,676
+2,384
| +4% | +$114K | 0.1% | 144 |
|
|
2019
Q3 | $3.1M | Buy |
67,292
+11,815
| +21% | +$541K | 0.1% | 139 |
|
|
2019
Q2 | $2.59M | Sell |
55,477
-5,935
| -10% | -$276K | 0.09% | 145 |
|
|
2019
Q1 | $2.84M | Sell |
61,412
-14,116
| -19% | -$636K | 0.1% | 143 |
|
|
2018
Q4 | $3.17M | Sell |
75,528
-10,174
| -12% | -$449K | 0.12% | 143 |
|
|
2018
Q3 | $4.09M | Sell |
85,702
-6,660
| -7% | -$317K | 0.13% | 129 |
|
|
2018
Q2 | $4.36M | Buy |
92,362
+3,020
| +3% | +$150K | 0.15% | 131 |
|
|
2018
Q1 | $4.44M | Sell |
89,342
-2,500
| -3% | -$127K | 0.16% | 134 |
|
|
2017
Q4 | $4.59M | Sell |
91,842
-3,700
| -4% | -$182K | 0.16% | 131 |
|
|
2017
Q3 | $4.62M | Sell |
95,542
-1,510
| -2% | -$71.3K | 0.17% | 128 |
|
|
2017
Q2 | $4.42M | Buy |
97,052
+5,265
| +6% | +$238K | 0.17% | 122 |
|
|
2017
Q1 | $4M | Buy |
91,787
+2,760
| +3% | +$117K | 0.15% | 126 |
|
|
2016
Q4 | $3.58M | Sell |
89,027
-18,585
| -17% | -$752K | 0.15% | 130 |
|
|
2016
Q3 | $4.46M | Buy |
107,612
+10,485
| +11% | +$427K | 0.19% | 114 |
|
|
2016
Q2 | $3.78M | Buy |
97,127
+35,935
| +59% | +$1.43M | 0.16% | 119 |
|
|
2016
Q1 | $2.42M | Buy |
61,192
+13,625
| +29% | +$510K | 0.1% | 137 |
|
|
2015
Q4 | $1.88M | Sell |
47,567
-39,380
| -45% | -$1.61M | 0.08% | 166 |
|
|
2015
Q3 | $3.4M | Buy |
86,947
+38,790
| +81% | +$1.63M | 0.15% | 134 |
|
|
2015
Q2 | $2.13M | Buy |
48,157
+1,360
| +3% | +$63.2K | 0.09% | 170 |
|
|
2015
Q1 | $2.09M | Buy |
46,797
+29,620
| +172% | +$1.3M | 0.09% | 172 |
|
|
2014
Q4 | $739K | Buy |
17,177
+5,030
| +41% | +$223K | 0.03% | 222 |
|
|
2014
Q3 | $552K | Sell |
12,147
-1,680
| -12% | -$79.7K | 0.02% | 220 |
|
|
2014
Q2 | $664K | Buy |
13,827
+1,035
| +8% | +$49.4K | 0.03% | 213 |
|
|
2014
Q1 | $596K | Buy |
12,792
+174
| +1% | +$7.92K | 0.03% | 212 |
|
|
2013
Q4 | $589K | Sell |
12,618
-4,173
| -25% | -$192K | 0.03% | 207 |
|
|
2013
Q3 | $753K | Buy |
+16,791
| New | +$726K | 0.04% | 191 |
|
Other funds holding ACWX
KOC
GAB
Ferguson Wellman Capital Management's ACWX Position: Q2 2026 in Review
Ferguson Wellman Capital Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.09% in Q2 2026, selling an estimated $365K and leaving 5,496,301 shares worth $418M. The position accounts for 5.11% of the portfolio, ranked #2.
Ferguson Wellman Capital Management first reported a position in ACWX in Q3 2013 and has held it in 32 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Ferguson Wellman Capital Management held 5,496,301 shares of iShares MSCI ACWI ex US ETF worth $418M as of Q2 2026.
- Ferguson Wellman Capital Management sold 4,906 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $365K.
- iShares MSCI ACWI ex US ETF made up 5.11% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #2 holding.
- Ferguson Wellman Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2013 and has held it in 32 quarters since.
- 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.