GIM
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Goelzer Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Goelzer Investment Management’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 		$9.5M Sell
124,783
-2,421
-2% -$180K 0.41% 43
2026
Q1 		$8.71M Sell
127,204
-297,825
-70% -$21M 0.42% 47
2025
Q4 		$28.5M Buy
425,029
+325,548
+327% +$21.6M 1.32% 11
2025
Q3 		$6.47M Sell
99,481
-1,626
-2% -$102K 0.34% 65
2025
Q2 		$6.16M Sell
101,107
-575
-0.6% -$33.2K 0.34% 64
2025
Q1 		$5.64M Sell
101,682
-5,198
-5% -$285K 0.33% 72
2024
Q4 		$5.57M Sell
106,880
-2,690
-2% -$147K 0.32% 74
2024
Q3 		$6.27M Sell
109,570
-4,595
-4% -$250K 0.34% 64
2024
Q2 		$6.07M Sell
114,165
-2,924
-2% -$156K 0.34% 64
2024
Q1 		$6.25M Sell
117,089
-573
-0.5% -$29.4K 0.35% 69
2023
Q4 		$6.01M Sell
117,662
-1,791
-1% -$86.2K 0.39% 66
2023
Q3 		$5.62M Sell
119,453
-837
-0.7% -$41K 0.4% 59
2023
Q2 		$5.92M Sell
120,290
-4,302
-3% -$212K 0.5% 60
2023
Q1 		$6.08M Sell
124,592
-2,967
-2% -$143K 0.53% 58
2022
Q4 		$5.8M Sell
127,559
-134,981
-51% -$5.92M 0.5% 67
2022
Q3 		$10.5M Sell
262,540
-44,542
-15% -$1.98M 1.05% 21
2022
Q2 		$13.8M Sell
307,082
-7,732
-2% -$374K 1.33% 12
2022
Q1 		$16.5M Sell
314,814
-229,475
-42% -$12.2M 1.42% 11
2021
Q4 		$30.3M Sell
544,289
-15,754
-3% -$886K 2.47% 7
2021
Q3 		$31M Sell
560,043
-13,440
-2% -$766K 2.72% 7
2021
Q2 		$33M Sell
573,483
-5,161
-0.9% -$296K 2.74% 5
2021
Q1 		$31.9M Sell
578,644
-14,447
-2% -$798K 2.81% 5
2020
Q4 		$31.5M Sell
593,091
-24,917
-4% -$1.24M 2.9% 6
2020
Q3 		$28.4M Sell
618,008
-34,263
-5% -$1.58M 2.63% 9
2020
Q2 		$28.2M Sell
652,271
-44,050
-6% -$1.8M 2.72% 7
2020
Q1 		$26.2M Sell
696,321
-34,462
-5% -$1.55M 2.99% 4
2019
Q4 		$35.9M Sell
730,783
-30,913
-4% -$1.47M 3.08% 4
2019
Q3 		$35.1M Sell
761,696
-73,582
-9% -$3.37M 3.21% 1
2019
Q2 		$39.1M Sell
835,278
-28,139
-3% -$1.31M 3.6% 1
2019
Q1 		$40M Buy
863,417
+7,001
+0.8% +$315K 3.78% 2
2018
Q4 		$35.9M Sell
856,416
-38,144
-4% -$1.68M 4.6% 1
2018
Q3 		$42.7M Sell
894,560
-136,181
-13% -$6.47M 4.76% 1
2018
Q2 		$48.7M Sell
1,030,741
-114,136
-10% -$5.65M 5.67% 1
2018
Q1 		$56.9M Buy
1,144,877
+29,511
+3% +$1.5M 6.81% 1
2017
Q4 		$55.7M Buy
1,115,366
+37,241
+3% +$1.84M 6.26% 1
2017
Q3 		$52.1M Buy
1,078,125
+18,280
+2% +$863K 6.14% 1
2017
Q2 		$48.3M Buy
1,059,845
+258,069
+32% +$11.7M 5.92% 1
2017
Q1 		$35M Buy
801,776
+91,458
+13% +$3.87M 4.36% 1
2016
Q4 		$28.6M Buy
710,318
+29,992
+4% +$1.21M 3.72% 1
2016
Q3 		$28.2M Sell
680,326
-59,944
-8% -$2.44M 3.81% 1
2016
Q2 		$28.8M Buy
740,270
+394,251
+114% +$15.6M 3.98% 1
2016
Q1 		$13.7M Buy
346,019
+55,036
+19% +$2.06M 1.95% 2
2015
Q4 		$11.5M Buy
290,983
+88,149
+43% +$3.61M 1.68% 5
2015
Q3 		$7.92M Buy
202,834
+95,946
+90% +$4.04M 1.26% 11
2015
Q2 		$4.72M Buy
106,888
+2,817
+3% +$131K 0.71% 49
2015
Q1 		$4.65M Sell
104,071
-18,640
-15% -$819K 0.7% 53
2014
Q4 		$5.28M Buy
122,711
+7,484
+6% +$331K 0.8% 38
2014
Q3 		$5.24M Buy
115,227
+22,010
+24% +$1.04M 0.87% 39
2014
Q2 		$4.48M Buy
+93,217
New +$4.45M 0.74% 55

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Goelzer Investment Management's ACWX Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.9% in Q2 2026, selling an estimated $180K and leaving 124,783 shares worth $9.5M. The position accounts for 0.41% of the portfolio, ranked #43.

Goelzer Investment Management first reported a position in ACWX in Q2 2014 and has held it in 49 quarters since. The position peaked at $56.9M in Q1 2018. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Goelzer Investment Management held 124,783 shares of iShares MSCI ACWI ex US ETF worth $9.5M as of Q2 2026.
  • Goelzer Investment Management sold 2,421 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $180K.
  • iShares MSCI ACWI ex US ETF made up 0.41% of Goelzer Investment Management's portfolio in Q2 2026, its #43 holding.
  • Goelzer Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2014 and has held it in 49 quarters since.
  • Goelzer Investment Management's iShares MSCI ACWI ex US ETF position peaked at $56.9M in Q1 2018.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.