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 Q3	$1.48M	Hold	19,581	–	–	0.14%	79
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 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

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Legacy Advisors's ACWX Position: Q3 2026 in Review

Legacy Advisors held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 19,581 shares worth $1.48M. The position accounts for 0.14% of the portfolio, ranked #79.

Legacy Advisors first reported a position in ACWX in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2025. 280 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Legacy Advisors held 19,581 shares of iShares MSCI ACWI ex US ETF worth $1.48M as of Q3 2026.
Legacy Advisors left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.14% of Legacy Advisors's portfolio in Q3 2026, its #79 holding.
Legacy Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 12 quarters since.
Legacy Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.49M in Q4 2025.
280 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.