LWM
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LongView Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

LongView Wealth Management’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 		$1.13M Buy
14,876
+3,454
+30% +$257K 0.29% 77
2026
Q1 		$841K Buy
11,422
+3,018
+36% +$213K 0.21% 104
2025
Q4 		$587K Buy
8,404
+417
+5% +$27.6K 0.14% 134
2025
Q3 		$519K Buy
7,987
+115
+1% +$7.19K 0.14% 125
2025
Q2 		$480K Buy
7,872
+1,705
+28% +$98.4K 0.15% 121
2025
Q1 		$342K Buy
6,167
+1,197
+24% +$65.7K 0.1% 152
2024
Q4 		$259K Buy
+4,970
New +$272K 0.08% 177

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

LongView Wealth Management's ACWX Position: Q2 2026 in Review

LongView Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 30% in Q2 2026, buying an estimated $257K and bringing the position to 14,876 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #77.

LongView Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • LongView Wealth Management held 14,876 shares of iShares MSCI ACWI ex US ETF worth $1.13M as of Q2 2026.
  • LongView Wealth Management bought 3,454 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $257K.
  • iShares MSCI ACWI ex US ETF made up 0.29% of LongView Wealth Management's portfolio in Q2 2026, its #77 holding.
  • LongView Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.