JWA
ACWX icon

JFS Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

JFS Wealth Advisors’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 		$2.84M Buy
37,299
+345
+0.9% +$25.7K 0.14% 94
2026
Q1 		$2.53M Sell
36,954
-383
-1% -$27K 0.14% 94
2025
Q4 		$2.51M Sell
37,337
-104
-0.3% -$6.89K 0.14% 93
2025
Q3 		$2.43M Sell
37,441
-544
-1% -$34K 0.14% 95
2025
Q2 		$2.31M Sell
37,985
-501
-1% -$28.9K 0.15% 89
2025
Q1 		$2.13M Sell
38,486
-1,323
-3% -$72.6K 0.14% 88
2024
Q4 		$2.08M Sell
39,809
-1,405
-3% -$76.9K 0.14% 89
2024
Q3 		$2.36M Sell
41,214
-451
-1% -$24.6K 0.16% 86
2024
Q2 		$2.21M Sell
41,665
-738
-2% -$39.4K 0.17% 76
2024
Q1 		$2.26M Sell
42,403
-1,060
-2% -$54.4K 0.18% 74
2023
Q4 		$2.22M Sell
43,463
-2,435
-5% -$117K 0.19% 73
2023
Q3 		$2.16M Sell
45,898
-88
-0.2% -$4.31K 0.2% 71
2023
Q2 		$2.26M Sell
45,986
-1,377
-3% -$67.8K 0.2% 77
2023
Q1 		$2.31M Sell
47,363
-2,898
-6% -$140K 0.22% 74
2022
Q4 		$2.29M Sell
50,261
-24,407
-33% -$1.07M 0.22% 77
2022
Q3 		$2.99M Buy
74,668
+1,688
+2% +$75.1K 0.33% 51
2022
Q2 		$3.28M Sell
72,980
-12,895
-15% -$624K 0.35% 50
2022
Q1 		$4.49M Buy
85,875
+17,914
+26% +$954K 0.42% 41
2021
Q4 		$3.78M Buy
67,961
+1,018
+2% +$57.3K 0.36% 55
2021
Q3 		$3.71M Sell
66,943
-5,550
-8% -$316K 0.38% 53
2021
Q2 		$4.17M Buy
72,493
+2,683
+4% +$154K 0.62% 34
2021
Q1 		$3.85M Buy
69,810
+3,746
+6% +$207K 0.79% 32
2020
Q4 		$3.5M Buy
66,064
+8,763
+15% +$435K 0.74% 34
2020
Q3 		$2.63M Buy
57,301
+398
+0.7% +$18.3K 0.63% 38
2020
Q2 		$2.46M Sell
56,903
-289
-0.5% -$11.8K 0.64% 37
2020
Q1 		$2.15M Buy
57,192
+24,329
+74% +$1.09M 0.65% 37
2019
Q4 		$1.61M Buy
32,863
+1,295
+4% +$61.8K 0.4% 54
2019
Q3 		$1.45M Buy
31,568
+2,629
+9% +$120K 0.37% 55
2019
Q2 		$1.35M Buy
28,939
+2,177
+8% +$101K 0.34% 55
2019
Q1 		$1.24M Sell
26,762
-1,004
-4% -$45.2K 0.32% 59
2018
Q4 		$1.17M Sell
27,766
-12
-0% -$529 0.31% 63
2018
Q3 		$1.32M Buy
27,778
+6,673
+32% +$317K 0.34% 57
2018
Q2 		$997K Buy
21,105
+358
+2% +$17.7K 0.26% 63
2018
Q1 		$1.03M Sell
20,747
-28,906
-58% -$1.47M 0.27% 63
2017
Q4 		$2.48M Sell
49,653
-353
-0.7% -$17.4K 0.61% 37
2017
Q3 		$2.42M Buy
50,006
+6,270
+14% +$296K 0.62% 40
2017
Q2 		$1.99M Buy
43,736
+7,335
+20% +$331K 0.55% 42
2017
Q1 		$1.47M Hold
36,401
– – 0.4% 60
2016
Q4 		$1.47M Sell
36,401
-5,252
-13% -$213K 0.4% 60
2016
Q3 		$1.73M Sell
41,653
-1,934
-4% -$78.7K 0.49% 54
2016
Q2 		$1.7M Buy
43,587
+20,674
+90% +$821K 0.47% 53
2016
Q1 		$905K Sell
22,913
-22,553
-50% -$844K 0.27% 64
2015
Q4 		$1.8M Buy
+45,466
New +$1.86M 0.52% 39

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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

JFS Wealth Advisors's ACWX Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.93% in Q2 2026, buying an estimated $25.7K and bringing the position to 37,299 shares worth $2.84M. The position accounts for 0.14% of the portfolio, ranked #94.

JFS Wealth Advisors first reported a position in ACWX in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.49M in Q1 2022. 332 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • JFS Wealth Advisors held 37,299 shares of iShares MSCI ACWI ex US ETF worth $2.84M as of Q2 2026.
  • JFS Wealth Advisors bought 345 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $25.7K.
  • iShares MSCI ACWI ex US ETF made up 0.14% of JFS Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 43 quarters since.
  • JFS Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $4.49M in Q1 2022.
  • 332 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.