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Gladwyn Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Gladwyn Financial Advisors’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 		$639K Hold
8,397
– – 0.4% 32
2026
Q1 		$575K Hold
8,397
– – 0.4% 33
2025
Q4 		$564K Hold
8,397
– – 0.4% 33
2025
Q3 		$546K Hold
8,397
– – 0.39% 33
2025
Q2 		$512K Buy
+8,397
New +$485K 0.4% 34

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Gladwyn Financial Advisors's ACWX Position: Q2 2026 in Review

Gladwyn Financial Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 8,397 shares worth $639K. The position accounts for 0.4% of the portfolio, ranked #32.

Gladwyn Financial Advisors first reported a position in ACWX in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Gladwyn Financial Advisors held 8,397 shares of iShares MSCI ACWI ex US ETF worth $639K as of Q2 2026.
  • Gladwyn Financial Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.4% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Gladwyn Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.