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

Lockerman 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	$522K	Buy	+6,906	New	+$527K	0.75%	39

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

AFP

Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

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

Lockerman Financial Group opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 6,906 shares worth $522K. The stake represents 0.75% of the portfolio and ranks #39 among its holdings.

228 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Lockerman Financial Group held 6,906 shares of iShares MSCI ACWI ex US ETF worth $522K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Lockerman Financial Group position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.75% of Lockerman Financial Group's portfolio in Q3 2026, its #39 holding.
228 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.