FourThought Financial Partners
ACWX icon

FourThought Financial Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

FourThought Financial 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
Q3 		$3.76M Sell
49,717
-23,129
-32% -$1.77M 0.34% 74
2026
Q2 		$5.54M Buy
72,846
+6
+0% +$446 0.43% 65
2026
Q1 		$4.99M Buy
72,840
+5,347
+8% +$377K 0.43% 67
2025
Q4 		$4.53M Buy
67,493
+8,238
+14% +$546K 0.38% 70
2025
Q3 		$3.85M Buy
59,255
+7,744
+15% +$484K 0.34% 77
2025
Q2 		$3.14M Buy
51,511
+6,180
+14% +$357K 0.31% 84
2025
Q1 		$2.51M Buy
45,331
+2,432
+6% +$134K 0.26% 90
2024
Q4 		$2.24M Buy
42,899
+6,672
+18% +$365K 0.23% 95
2024
Q3 		$2.07M Buy
36,227
+111
+0.3% +$6.05K 0.25% 85
2024
Q2 		$1.92M Sell
36,116
-2,080
-5% -$111K 0.25% 82
2024
Q1 		$2.04M Sell
38,196
-2,944
-7% -$151K 0.23% 95
2023
Q4 		$2.1M Buy
41,140
+2,701
+7% +$130K 0.26% 87
2023
Q3 		$1.81M Hold
38,439
– – 0.25% 86
2023
Q2 		$1.89M Buy
38,439
+4,814
+14% +$237K 0.25% 89
2023
Q1 		$1.64M Hold
33,625
– – 0.23% 94
2022
Q4 		$1.53M Buy
+33,625
New +$1.47M 0.22% 97

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

FourThought Financial Partners's ACWX Position: Q3 2026 in Review

FourThought Financial Partners reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 32% in Q3 2026, selling an estimated $1.77M and leaving 49,717 shares worth $3.76M. The position accounts for 0.34% of the portfolio, ranked #74.

FourThought Financial Partners first reported a position in ACWX in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.54M in Q2 2026. 775 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • FourThought Financial Partners held 49,717 shares of iShares MSCI ACWI ex US ETF worth $3.76M as of Q3 2026.
  • FourThought Financial Partners sold 23,129 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.77M.
  • iShares MSCI ACWI ex US ETF made up 0.34% of FourThought Financial Partners's portfolio in Q3 2026, its #74 holding.
  • FourThought Financial Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 16 quarters since.
  • FourThought Financial Partners's iShares MSCI ACWI ex US ETF position peaked at $5.54M in Q2 2026.
  • 775 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on FourThought Financial Partners's 13F filing for Q3 2026, filed 13 Nov 2026.