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Hapanowicz & Associates Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Hapanowicz & Associates Financial Services’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 		$4.65M Sell
61,108
-2,188
-3% -$163K 1.45% 10
2026
Q1 		$4.33M Sell
63,296
-7,977
-11% -$563K 1.72% 9
2025
Q4 		$4.78M Sell
71,273
-5,525
-7% -$366K 1.87% 9
2025
Q3 		$4.99M Sell
76,798
-4,772
-6% -$298K 2.31% 8
2025
Q2 		$4.97M Buy
81,570
+9,843
+14% +$568K 2.51% 7
2025
Q1 		$3.98M Buy
71,727
+2,342
+3% +$129K 2.21% 8
2024
Q4 		$3.62M Sell
69,385
-527
-0.8% -$28.8K 1.82% 8
2024
Q3 		$4M Buy
69,912
+1,012
+1% +$55.1K 2.01% 9
2024
Q2 		$3.66M Buy
68,900
+1,222
+2% +$65.2K 2.09% 8
2024
Q1 		$3.61M Sell
67,678
-1,574
-2% -$80.8K 2.06% 9
2023
Q4 		$3.53M Buy
69,252
+4,332
+7% +$208K 2.18% 9
2023
Q3 		$3.05M Buy
64,920
+15,357
+31% +$751K 2.17% 9
2023
Q2 		$2.44M Sell
49,563
-1,471
-3% -$72.4K 1.63% 9
2023
Q1 		$2.49M Buy
51,034
+2,135
+4% +$103K 1.72% 9
2022
Q4 		$2.22M Sell
48,899
-23,248
-32% -$1.02M 1.61% 9
2022
Q3 		$2.89M Buy
72,147
+568
+0.8% +$25.3K 2.67% 6
2022
Q2 		$3.22M Buy
71,579
+2,337
+3% +$113K 2.51% 8
2022
Q1 		$3.62M Buy
69,242
+206
+0.3% +$11K 1.66% 9
2021
Q4 		$3.84M Sell
69,036
-3,505
-5% -$197K 1.7% 8
2021
Q3 		$4.02M Sell
72,541
-2,831
-4% -$161K 1.73% 10
2021
Q2 		$4.33M Sell
75,372
-27,581
-27% -$1.58M 1.91% 10
2021
Q1 		$5.68M Sell
102,953
-2,157
-2% -$119K 2.7% 10
2020
Q4 		$5.58M Buy
105,110
+14,134
+16% +$701K 2.89% 10
2020
Q3 		$4.19M Buy
90,976
+978
+1% +$45.1K 2.46% 9
2020
Q2 		$3.89M Buy
89,998
+45,561
+103% +$1.86M 2.45% 9
2020
Q1 		$1.68M Sell
44,437
-2,419
-5% -$109K 1.19% 9
2019
Q4 		$2.3M Buy
46,856
+5,977
+15% +$285K 1.39% 9
2019
Q3 		$1.88M Buy
40,879
+397
+1% +$18.2K 1.2% 9
2019
Q2 		$1.9M Buy
40,482
+659
+2% +$30.6K 1.25% 11
2019
Q1 		$1.84M Sell
39,823
-24,586
-38% -$1.11M 1.23% 11
2018
Q4 		$2.71M Buy
64,409
+26,987
+72% +$1.19M 2.02% 10
2018
Q3 		$1.79M Sell
37,422
-702
-2% -$33.4K 1.2% 11
2018
Q2 		$1.79M Buy
38,124
+4,192
+12% +$208K 1.25% 10
2018
Q1 		$1.66M Buy
33,932
+2,597
+8% +$132K 1.22% 10
2017
Q4 		$1.62M Buy
31,335
+747
+2% +$36.8K 1.18% 10
2017
Q3 		$1.49M Buy
30,588
+4,816
+19% +$227K 1.14% 10
2017
Q2 		$1.17M Buy
25,772
+5,583
+28% +$252K 0.98% 11
2017
Q1 		$878K Buy
20,189
+1,173
+6% +$49.7K 0.78% 10
2016
Q4 		$786K Buy
+19,016
New +$770K 0.73% 11

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Hapanowicz & Associates Financial Services's ACWX Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.5% in Q2 2026, selling an estimated $163K and leaving 61,108 shares worth $4.65M. The position accounts for 1.45% of the portfolio, ranked #10.

Hapanowicz & Associates Financial Services first reported a position in ACWX in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.68M in Q1 2021. 307 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 61,108 shares of iShares MSCI ACWI ex US ETF worth $4.65M as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 2,188 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $163K.
  • iShares MSCI ACWI ex US ETF made up 1.45% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #10 holding.
  • Hapanowicz & Associates Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q4 2016 and has held it in 39 quarters since.
  • Hapanowicz & Associates Financial Services's iShares MSCI ACWI ex US ETF position peaked at $5.68M in Q1 2021.
  • 307 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.