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

Latitude 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
Q3 		$1.2M Buy
15,860
+10,333
+187% +$789K 0.37% 50
2026
Q2 		$421K Buy
+5,527
New +$411K 0.17% 142

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Latitude Advisors's ACWX Position: Q3 2026 in Review

Latitude Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 187% in Q3 2026, buying an estimated $789K and bringing the position to 15,860 shares worth $1.2M. The position accounts for 0.37% of the portfolio, ranked #50.

Latitude Advisors first reported a position in ACWX in Q2 2026 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Latitude Advisors held 15,860 shares of iShares MSCI ACWI ex US ETF worth $1.2M as of Q3 2026.
  • Latitude Advisors bought 10,333 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $789K.
  • iShares MSCI ACWI ex US ETF made up 0.37% of Latitude Advisors's portfolio in Q3 2026, its #50 holding.
  • Latitude Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q2 2026 and has held it in 2 quarters since.
  • 580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.