Hazlett, Burt & Watson
ACWX icon

Hazlett, Burt & Watson’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Hazlett, Burt & Watson’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 		$179K Hold
2,364
– – 0.05% 276
2026
Q2 		$180K Hold
2,364
– – 0.05% 285
2026
Q1 		$161K Buy
2,364
+100
+4% +$7.05K 0.05% 280
2025
Q4 		$153K Buy
2,264
+17
+0.8% +$1.13K 0.05% 286
2025
Q3 		$147K Sell
2,247
-47
-2% -$2.94K 0.05% 270
2025
Q2 		$141K Buy
2,294
+17
+0.7% +$982 0.06% 237
2025
Q1 		$127K Hold
2,277
– – 0.06% 245
2024
Q4 		$120K Buy
2,277
+237
+12% +$13K 0.05% 262
2024
Q3 		$117K Hold
2,040
– – 0.05% 261
2024
Q2 		$108K Buy
2,040
+293
+17% +$15.6K 0.06% 259
2024
Q1 		$93K Buy
1,747
+563
+48% +$28.9K 0.06% 253
2023
Q4 		$60K Hold
1,184
– – 0.04% 284
2023
Q3 		$56K Hold
1,184
– – 0.04% 281
2023
Q2 		$58K Sell
1,184
-163
-12% -$8.03K 0.04% 278
2023
Q1 		$66K Hold
1,347
– – 0.05% 247
2022
Q4 		$60K Sell
1,347
-385
-22% -$16.9K 0.05% 243
2022
Q3 		$71K Sell
1,732
-2,109
-55% -$93.8K 0.07% 226
2022
Q2 		$172K Buy
3,841
+40
+1% +$1.94K 0.16% 134
2022
Q1 		$198K Buy
+3,801
New +$202K 0.16% 134

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Hazlett, Burt & Watson's ACWX Position: Q3 2026 in Review

Hazlett, Burt & Watson held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 2,364 shares worth $179K. The position accounts for 0.05% of the portfolio, ranked #276.

Hazlett, Burt & Watson first reported a position in ACWX in Q1 2022 and has held it in 19 quarters since. The position peaked at $198K in Q1 2022. 511 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Hazlett, Burt & Watson held 2,364 shares of iShares MSCI ACWI ex US ETF worth $179K as of Q3 2026.
  • Hazlett, Burt & Watson left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #276 holding.
  • Hazlett, Burt & Watson first reported a position in iShares MSCI ACWI ex US ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares MSCI ACWI ex US ETF position peaked at $198K in Q1 2022.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.