First National Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

First National Trust’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 Q3	$3.09M	Buy	40,799 +4,913	+14%	+$375K	0.11%	142
2026 Q2	$2.73M	Buy	35,886 +121	+0.3%	+$9K	0.09%	152
2026 Q1	$2.45M	Sell	35,765 -6,441	-15%	-$454K	0.08%	167
2025 Q4	$2.83M	Hold	42,206	–	–	0.09%	158
2025 Q3	$2.74M	Buy	42,206 +810	+2%	+$50.6K	0.09%	162
2025 Q2	$2.52M	Sell	41,396 -36	-0.1%	-$2.08K	0.09%	167
2025 Q1	$2.3M	Sell	41,432 -989	-2%	-$54.3K	0.09%	162
2024 Q4	$2.21M	Buy	42,421 +6,298	+17%	+$344K	0.08%	169
2024 Q3	$2.07M	Buy	36,123 +1,452	+4%	+$79.1K	0.08%	169
2024 Q2	$1.84M	Buy	34,671 +3,834	+12%	+$204K	0.08%	168
2024 Q1	$1.65M	Hold	30,837	–	–	0.07%	183
2023 Q4	$1.57M	Buy	30,837 +8,493	+38%	+$409K	0.07%	176
2023 Q3	$1.05M	Sell	22,344 -123,040	-85%	-$6.02M	0.05%	194
2023 Q2	$7.16M	Buy	145,384 +1,212	+0.8%	+$59.7K	0.33%	81
2023 Q1	$7.03M	Buy	+144,172	New	+$6.94M	0.37%	79

Other funds holding ACWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return

First National Trust's ACWX Position: Q3 2026 in Review

First National Trust increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 14% in Q3 2026, buying an estimated $375K and bringing the position to 40,799 shares worth $3.09M. The position accounts for 0.11% of the portfolio, ranked #142.

First National Trust first reported a position in ACWX in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.16M in Q2 2023. 668 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

First National Trust held 40,799 shares of iShares MSCI ACWI ex US ETF worth $3.09M as of Q3 2026.
First National Trust bought 4,913 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $375K.
iShares MSCI ACWI ex US ETF made up 0.11% of First National Trust's portfolio in Q3 2026, its #142 holding.
First National Trust first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 15 quarters since.
First National Trust's iShares MSCI ACWI ex US ETF position peaked at $7.16M in Q2 2023.
668 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on First National Trust's 13F filing for Q3 2026, filed 28 Oct 2026.