Madrona Financial Services’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Madrona Financial Services’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	$24.5M	Buy	323,763 +29,425	+10%	+$2.25M	3.79%	5
2026 Q2	$22.4M	Buy	294,338 +12,557	+4%	+$934K	4.13%	5
2026 Q1	$19.3M	Buy	281,781 +85,186	+43%	+$6.01M	4.22%	4
2025 Q4	$13.2M	Buy	196,595 +1,286	+0.7%	+$85.2K	2.82%	11
2025 Q3	$12.7M	Buy	195,309 +1,902	+1%	+$119K	2.8%	11
2025 Q2	$11.8M	Buy	193,407 +23,124	+14%	+$1.34M	2.83%	11
2025 Q1	$9.44M	Buy	170,283 +160,692	+1,675%	+$8.82M	2.6%	13
2024 Q4	$500K	Sell	9,591 -7,830	-45%	-$428K	0.14%	57
2024 Q3	$997K	Buy	17,421 +7,675	+79%	+$418K	0.28%	43
2024 Q2	$518K	Buy	+9,746	New	+$520K	0.16%	52

Other funds holding ACWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

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

Madrona Financial Services's ACWX Position: Q3 2026 in Review

Madrona Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 10% in Q3 2026, buying an estimated $2.25M and bringing the position to 323,763 shares worth $24.5M. The position accounts for 3.79% of the portfolio, ranked #5.

Madrona Financial Services first reported a position in ACWX in Q2 2024 and has held it in 10 quarters since. 580 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Madrona Financial Services held 323,763 shares of iShares MSCI ACWI ex US ETF worth $24.5M as of Q3 2026.
Madrona Financial Services bought 29,425 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $2.25M.
iShares MSCI ACWI ex US ETF made up 3.79% of Madrona Financial Services's portfolio in Q3 2026, its #5 holding.
Madrona Financial Services first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 10 quarters since.
580 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.