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Loudon Investment Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Loudon Investment 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 		$628K Buy
8,257
+331
+4% +$24.6K 0.31% 63
2026
Q1 		$543K Buy
7,926
+23
+0.3% +$1.62K 0.29% 68
2025
Q4 		$531K Buy
7,903
+181
+2% +$12K 0.28% 69
2025
Q3 		$502K Buy
7,722
+35
+0.5% +$2.19K 0.26% 71
2025
Q2 		$468K Buy
7,687
+41
+0.5% +$2.37K 0.26% 77
2025
Q1 		$424K Sell
7,646
-125
-2% -$6.86K 0.24% 74
2024
Q4 		$405K Sell
7,771
-171
-2% -$9.35K 0.23% 73
2024
Q3 		$454K Buy
7,942
+281
+4% +$15.3K 0.25% 72
2024
Q2 		$407K Sell
7,661
-120
-2% -$6.4K 0.24% 74
2024
Q1 		$415K Sell
7,781
-700
-8% -$35.9K 0.24% 73
2023
Q4 		$433K Buy
8,481
+1,610
+23% +$77.5K 0.27% 74
2023
Q3 		$323K Sell
6,871
-775
-10% -$37.9K 0.22% 80
2023
Q2 		$376K Buy
7,646
+235
+3% +$11.6K 0.25% 77
2023
Q1 		$361K Buy
7,411
+300
+4% +$14.4K 0.25% 77
2022
Q4 		$324K Buy
7,111
+135
+2% +$5.92K 0.23% 76
2022
Q3 		$279K Buy
6,976
+376
+6% +$16.7K 0.22% 79
2022
Q2 		$297K Sell
6,600
-339
-5% -$16.4K 0.22% 77
2022
Q1 		$363K Buy
6,939
+89
+1% +$4.74K 0.24% 75
2021
Q4 		$381K Buy
6,850
+150
+2% +$8.44K 0.24% 73
2021
Q3 		$371K Buy
6,700
+660
+11% +$37.6K 0.26% 73
2021
Q2 		$347K Buy
6,040
+320
+6% +$18.4K 0.24% 71
2021
Q1 		$316K Buy
5,720
+975
+21% +$53.9K 0.23% 69
2020
Q4 		$252K Hold
4,745
– – 0.2% 68
2020
Q3 		$218K Hold
4,745
– – 0.18% 71
2020
Q2 		$205K Buy
+4,745
New +$194K 0.18% 76

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Loudon Investment Management's ACWX Position: Q2 2026 in Review

Loudon Investment Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.2% in Q2 2026, buying an estimated $24.6K and bringing the position to 8,257 shares worth $628K. The position accounts for 0.31% of the portfolio, ranked #63.

Loudon Investment Management first reported a position in ACWX in Q2 2020 and has held it in 25 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Loudon Investment Management held 8,257 shares of iShares MSCI ACWI ex US ETF worth $628K as of Q2 2026.
  • Loudon Investment Management bought 331 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $24.6K.
  • iShares MSCI ACWI ex US ETF made up 0.31% of Loudon Investment Management's portfolio in Q2 2026, its #63 holding.
  • Loudon Investment Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2020 and has held it in 25 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.