MFS
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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
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

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
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Madrona Financial Services's ACWX Position: Q2 2026 in Review

Madrona Financial Services increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 4.5% in Q2 2026, buying an estimated $934K and bringing the position to 294,338 shares worth $22.4M. The position accounts for 4.13% of the portfolio, ranked #5.

Madrona Financial Services first reported a position in ACWX in Q2 2024 and has held it in 9 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Madrona Financial Services held 294,338 shares of iShares MSCI ACWI ex US ETF worth $22.4M as of Q2 2026.
  • Madrona Financial Services bought 12,557 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $934K.
  • iShares MSCI ACWI ex US ETF made up 4.13% of Madrona Financial Services's portfolio in Q2 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 9 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.