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

Legacy 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 		$1.49M Sell
19,581
-1,850
-9% -$138K 0.14% 87
2026
Q1 		$1.47M Sell
21,431
-794
-4% -$56K 0.17% 74
2025
Q4 		$1.49M Buy
22,225
+17,818
+404% +$1.18M 0.16% 79
2025
Q3 		$286K Buy
+4,407
New +$276K 0.04% 206
2025
Q2 		– Sell
-20,566
Closed -$1.14M – 24
2025
Q1 		$1.14M Sell
20,566
-2,680
-12% -$147K 0.12% 146
2024
Q4 		$1.21M Buy
23,246
+19,193
+474% +$1.05M 0.12% 137
2024
Q3 		$232K Hold
4,053
– – 0.03% 338
2024
Q2 		$215K Hold
4,053
– – 0.03% 307
2024
Q1 		$216K Hold
4,053
– – 0.03% 290
2023
Q4 		$207K Buy
+4,053
New +$195K 0.03% 295
2023
Q1 		– Sell
-12,772
Closed -$581K – 254
2022
Q4 		$581K Buy
+12,772
New +$560K 0.11% 136

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
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
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
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Legacy Advisors's ACWX Position: Q2 2026 in Review

Legacy Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 8.6% in Q2 2026, selling an estimated $138K and leaving 19,581 shares worth $1.49M. The position accounts for 0.14% of the portfolio, ranked #87.

Legacy Advisors first reported a position in ACWX in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.49M in Q4 2025. 211 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Legacy Advisors held 19,581 shares of iShares MSCI ACWI ex US ETF worth $1.49M as of Q2 2026.
  • Legacy Advisors sold 1,850 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $138K.
  • iShares MSCI ACWI ex US ETF made up 0.14% of Legacy Advisors's portfolio in Q2 2026, its #87 holding.
  • Legacy Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 11 quarters since.
  • Legacy Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.49M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.