HM Payson & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

HM Payson & Co’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	$282K	Sell	3,699 -221	-6%	-$16.4K	﹤0.01%	394
2026 Q1	$268K	Hold	3,920	–	–	﹤0.01%	386
2025 Q4	$263K	Hold	3,920	–	–	﹤0.01%	375
2025 Q3	$255K	Hold	3,920	–	–	﹤0.01%	383
2025 Q2	$239K	Hold	3,920	–	–	﹤0.01%	380
2025 Q1	$217K	Hold	3,920	–	–	﹤0.01%	399
2024 Q4	$204K	Hold	3,920	–	–	﹤0.01%	417
2024 Q3	$224K	Hold	3,920	–	–	﹤0.01%	392
2024 Q2	$208K	Sell	3,920 -120	-3%	-$6.4K	﹤0.01%	392
2024 Q1	$216K	Hold	4,040	–	–	﹤0.01%	385
2023 Q4	$206K	Hold	4,040	–	–	﹤0.01%	381
2023 Q3	$190K	Hold	4,040	–	–	﹤0.01%	376
2023 Q2	$199K	Hold	4,040	–	–	﹤0.01%	370
2023 Q1	$197K	Buy	+4,040	New	+$195K	﹤0.01%	371
2022 Q2	–	Sell	-503	Closed	-$26K	–	1030
2022 Q1	$26K	Buy	503 +300	+148%	+$16K	﹤0.01%	693
2021 Q4	$11K	Hold	203	–	–	﹤0.01%	846
2021 Q3	$11K	Sell	203 -120	-37%	-$6.84K	﹤0.01%	824
2021 Q2	$19K	Hold	323	–	–	﹤0.01%	737
2021 Q1	$18K	Hold	323	–	–	﹤0.01%	771
2020 Q4	$17K	Buy	323 +203	+169%	+$10.1K	﹤0.01%	791
2020 Q3	$6K	Buy	+120	New	+$5.53K	﹤0.01%	872
2017 Q2	–	Sell	-23,900	Closed	-$1.04M	–	344
2017 Q1	$1.04M	Buy	+23,900	New	+$1.01M	0.05%	179

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HM Payson & Co's ACWX Position: Q2 2026 in Review

HM Payson & Co reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.6% in Q2 2026, selling an estimated $16.4K and leaving 3,699 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

HM Payson & Co first reported a position in ACWX in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.04M in Q1 2017. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

HM Payson & Co held 3,699 shares of iShares MSCI ACWI ex US ETF worth $282K as of Q2 2026.
HM Payson & Co sold 221 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $16.4K.
iShares MSCI ACWI ex US ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #394 holding.
HM Payson & Co first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 22 quarters since.
HM Payson & Co's iShares MSCI ACWI ex US ETF position peaked at $1.04M in Q1 2017.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.