LongView Wealth Management
ACWX icon

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
Q3 		$1.56M Buy
20,597
+5,721
+38% +$437K 0.38% 65
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

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Capital Investment Advisors
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

LongView Wealth Management's ACWX Position: Q3 2026 in Review

LongView Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 38% in Q3 2026, buying an estimated $437K and bringing the position to 20,597 shares worth $1.56M. The position accounts for 0.38% of the portfolio, ranked #65.

LongView Wealth Management first reported a position in ACWX in Q4 2024 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • LongView Wealth Management held 20,597 shares of iShares MSCI ACWI ex US ETF worth $1.56M as of Q3 2026.
  • LongView Wealth Management bought 5,721 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $437K.
  • iShares MSCI ACWI ex US ETF made up 0.38% of LongView Wealth Management's portfolio in Q3 2026, its #65 holding.
  • LongView Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 8 quarters since.
  • 228 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.