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Isthmus Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Isthmus Partners’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 		$528K Hold
6,937
– – 0.05% 150
2026
Q1 		$475K Buy
+6,937
New +$489K 0.05% 144
2025
Q4 		– Sell
-6,937
Closed -$451K – 215
2025
Q3 		$451K Buy
+6,937
New +$434K 0.1% 84

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

Isthmus Partners's ACWX Position: Q2 2026 in Review

Isthmus Partners held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 6,937 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #150.

Isthmus Partners first reported a position in ACWX in Q3 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Isthmus Partners held 6,937 shares of iShares MSCI ACWI ex US ETF worth $528K as of Q2 2026.
  • Isthmus Partners left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.05% of Isthmus Partners's portfolio in Q2 2026, its #150 holding.
  • Isthmus Partners first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.