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Fund Evaluation Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Fund Evaluation Group’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 		$2.54M Sell
33,316
-412
-1% -$30.7K 0.07% 50
2026
Q1 		$2.31M Sell
33,728
-2,445
-7% -$172K 0.07% 45
2025
Q4 		$2.43M Sell
36,173
-17
-0% -$1.13K 0.08% 37
2025
Q3 		$2.35M Hold
36,190
– – 0.09% 42
2025
Q2 		$2.21M Sell
36,190
-1,572
-4% -$90.8K 0.09% 44
2025
Q1 		$2.09M Buy
37,762
+617
+2% +$33.9K 0.09% 36
2024
Q4 		$1.94M Sell
37,145
-1,372
-4% -$75K 0.09% 31
2024
Q3 		$2.2M Sell
38,517
-155
-0.4% -$8.44K 0.12% 28
2024
Q2 		$2.06M Buy
38,672
+99
+0.3% +$5.28K 0.13% 26
2024
Q1 		$2.06M Hold
38,573
– – 0.13% 28
2023
Q4 		$1.97M Sell
38,573
-3,930
-9% -$189K 0.14% 27
2023
Q3 		$2M Sell
42,503
-7,577
-15% -$371K 0.18% 27
2023
Q2 		$2.46M Hold
50,080
– – 0.23% 21
2023
Q1 		$2.44M Sell
50,080
-2,710
-5% -$131K 0.26% 18
2022
Q4 		$2.4M Sell
52,790
-1,226
-2% -$53.8K 0.31% 15
2022
Q3 		$2.16M Sell
54,016
-400
-0.7% -$17.8K 0.26% 18
2022
Q2 		$2.45M Sell
54,416
-44,374
-45% -$2.15M 0.31% 18
2022
Q1 		$5.16M Buy
98,790
+33,427
+51% +$1.78M 0.36% 16
2021
Q4 		$3.63M Buy
65,363
+15,195
+30% +$855K 0.39% 15
2021
Q3 		$2.78M Sell
50,168
-4,400
-8% -$251K 0.29% 18
2021
Q2 		$3.14M Sell
54,568
-70,962
-57% -$4.07M 0.3% 17
2021
Q1 		$6.93M Buy
125,530
+38,100
+44% +$2.11M 0.76% 10
2020
Q4 		$4.64M Sell
87,430
-74,695
-46% -$3.71M 0.55% 13
2020
Q3 		$7.46M Buy
162,125
+68,845
+74% +$3.17M 0.93% 10
2020
Q2 		$4.03M Buy
93,280
+38,357
+70% +$1.57M 0.56% 12
2020
Q1 		$2.07M Buy
54,923
+7,893
+17% +$355K 0.35% 20
2019
Q4 		$2.31M Buy
+47,030
New +$2.24M 0.38% 20
2013
Q3 		– Sell
-11,890
Closed -$484K – 17
2013
Q2 		$484K Buy
+11,890
New +$513K 0.21% 10

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Fund Evaluation Group's ACWX Position: Q2 2026 in Review

Fund Evaluation Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.2% in Q2 2026, selling an estimated $30.7K and leaving 33,316 shares worth $2.54M. The position accounts for 0.07% of the portfolio, ranked #50.

Fund Evaluation Group first reported a position in ACWX in Q2 2013 and has held it in 28 quarters since. The position peaked at $7.46M in Q3 2020. 460 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Fund Evaluation Group held 33,316 shares of iShares MSCI ACWI ex US ETF worth $2.54M as of Q2 2026.
  • Fund Evaluation Group sold 412 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $30.7K.
  • iShares MSCI ACWI ex US ETF made up 0.07% of Fund Evaluation Group's portfolio in Q2 2026, its #50 holding.
  • Fund Evaluation Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 28 quarters since.
  • Fund Evaluation Group's iShares MSCI ACWI ex US ETF position peaked at $7.46M in Q3 2020.
  • 460 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Fund Evaluation Group's 13F filing for Q2 2026, filed 7 Aug 2026.