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

Mascoma 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	$35.4K	Hold	465	–	–	0.01%	211
2026 Q1	$31.8K	Hold	465	–	–	0.01%	223
2025 Q4	$31.2K	Hold	465	–	–	0.01%	222
2025 Q3	$30.2K	Hold	465	–	–	0.01%	234
2025 Q2	$28.3K	Hold	465	–	–	0.01%	238
2025 Q1	$25.8K	Hold	465	–	–	0.01%	245
2024 Q4	$24.3K	Hold	465	–	–	0.01%	261
2024 Q3	$26.6K	Hold	465	–	–	0.01%	242
2024 Q2	$24.7K	Hold	465	–	–	0.01%	252
2024 Q1	$24.8K	Hold	465	–	–	0.01%	243
2023 Q4	$23.7K	Sell	465 -4,295	-90%	-$207K	0.01%	255
2023 Q3	$224K	Hold	4,760	–	–	0.07%	95
2023 Q2	$235K	Hold	4,760	–	–	0.07%	93
2023 Q1	$236K	Hold	4,760	–	–	0.07%	104
2022 Q4	$217K	Hold	4,760	–	–	0.07%	108
2022 Q3	$190K	Hold	4,760	–	–	0.07%	115
2022 Q2	$214K	Hold	4,760	–	–	0.07%	106
2022 Q1	$249K	Sell	4,760 -125	-3%	-$6.66K	0.08%	109
2021 Q4	$272K	Hold	4,885	–	–	0.09%	93
2021 Q3	$271K	Hold	4,885	–	–	0.11%	91
2021 Q2	$281K	Buy	4,885 +125	+3%	+$7.18K	0.12%	90
2021 Q1	$263K	Hold	4,760	–	–	0.11%	93
2020 Q4	$252K	Buy	+4,760	New	+$236K	0.13%	82
2019 Q3	$219K	Hold	4,760	–	–	0.14%	72
2019 Q2	$223K	Buy	+4,760	New	+$221K	0.14%	72

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Mascoma Wealth Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 465 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #211.

Mascoma Wealth Management first reported a position in ACWX in Q2 2019 and has held it in 25 quarters since. The position peaked at $281K in Q2 2021. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Mascoma Wealth Management held 465 shares of iShares MSCI ACWI ex US ETF worth $35.4K as of Q2 2026.
Mascoma Wealth Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #211 holding.
Mascoma Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2019 and has held it in 25 quarters since.
Mascoma Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $281K in Q2 2021.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.