Larson Financial Group
ACWX icon

Larson Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Larson Financial Group’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 		$216K Sell
2,856
-1,558
-35% -$119K 0.01% 910
2026
Q2 		$336K Buy
4,414
+51
+1% +$3.8K 0.01% 669
2026
Q1 		$299K Buy
4,363
+20
+0.5% +$1.41K 0.01% 612
2025
Q4 		$292K Buy
4,343
+74
+2% +$4.9K 0.01% 609
2025
Q3 		$278K Buy
4,269
+4,097
+2,382% +$256K 0.01% 619
2025
Q2 		$10.5K Buy
+172
New +$9.9K ﹤0.01% 1789

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Larson Financial Group's ACWX Position: Q3 2026 in Review

Larson Financial Group reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 35% in Q3 2026, selling an estimated $119K and leaving 2,856 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #910.

Larson Financial Group first reported a position in ACWX in Q2 2025 and has held it in 6 quarters since. The position peaked at $336K in Q2 2026. 775 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Larson Financial Group held 2,856 shares of iShares MSCI ACWI ex US ETF worth $216K as of Q3 2026.
  • Larson Financial Group sold 1,558 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $119K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #910 holding.
  • Larson Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 6 quarters since.
  • Larson Financial Group's iShares MSCI ACWI ex US ETF position peaked at $336K in Q2 2026.
  • 775 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.