JFS Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $3.84M | Buy |
50,829
+13,530
| +36% | +$1.03M | 0.19% | 73 |
|
|
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 | $2.64M | 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 | $1.16M | 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
JFS Wealth Advisors's ACWX Position: Q3 2026 in Review
JFS Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 36% in Q3 2026, buying an estimated $1.03M and bringing the position to 50,829 shares worth $3.84M. The position accounts for 0.19% of the portfolio, ranked #73.
JFS Wealth Advisors first reported a position in ACWX in Q4 2015 and has held it in 44 quarters since. The position peaked at $4.49M in Q1 2022. 775 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.
- JFS Wealth Advisors held 50,829 shares of iShares MSCI ACWI ex US ETF worth $3.84M as of Q3 2026.
- JFS Wealth Advisors bought 13,530 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.03M.
- iShares MSCI ACWI ex US ETF made up 0.19% of JFS Wealth Advisors's portfolio in Q3 2026, its #73 holding.
- JFS Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2015 and has held it in 44 quarters since.
- JFS Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $4.49M in Q1 2022.
- 775 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.
Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.