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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
Q2 		$421K Buy
+5,527
New +$411K 0.17% 142

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

Latitude Advisors's ACWX Position: Q2 2026 in Review

Latitude Advisors opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 5,527 shares worth $421K. The stake represents 0.17% of the portfolio and ranks #142 among its holdings.

321 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Latitude Advisors held 5,527 shares of iShares MSCI ACWI ex US ETF worth $421K as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Latitude Advisors position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.17% of Latitude Advisors's portfolio in Q2 2026, its #142 holding.
  • 321 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.