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Mayflower Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Mayflower Financial Advisors’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 		$10.9M Buy
143,228
+25,996
+22% +$1.93M 0.94% 27
2026
Q1 		$8.03M Buy
117,232
+85,026
+264% +$6M 0.97% 18
2025
Q4 		$2.16M Sell
32,206
-576
-2% -$38.2K 0.26% 88
2025
Q3 		$2.13M Sell
32,782
-2,512
-7% -$157K 0.27% 85
2025
Q2 		$2.15M Sell
35,294
-495
-1% -$28.6K 0.3% 79
2025
Q1 		$1.98M Sell
35,789
-69
-0.2% -$3.79K 0.3% 79
2024
Q4 		$1.87M Sell
35,858
-200
-0.6% -$10.9K 0.28% 81
2024
Q3 		$2.06M Sell
36,058
-230
-0.6% -$12.5K 0.31% 74
2024
Q2 		$1.93M Sell
36,288
-250
-0.7% -$13.3K 0.32% 71
2024
Q1 		$1.95M Sell
36,538
-854
-2% -$43.8K 0.33% 74
2023
Q4 		$1.91M Buy
37,392
+261
+0.7% +$12.6K 0.26% 79
2023
Q3 		$1.75M Buy
37,131
+1,889
+5% +$92.4K 0.26% 80
2023
Q2 		$1.73M Sell
35,242
-1,978
-5% -$97.4K 0.22% 91
2023
Q1 		$1.82M Hold
37,220
– – 0.24% 84
2022
Q4 		$1.69M Buy
+37,220
New +$1.63M 0.24% 85

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

Mayflower Financial Advisors's ACWX Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 22% in Q2 2026, buying an estimated $1.93M and bringing the position to 143,228 shares worth $10.9M. The position accounts for 0.94% of the portfolio, ranked #27.

Mayflower Financial Advisors first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Mayflower Financial Advisors held 143,228 shares of iShares MSCI ACWI ex US ETF worth $10.9M as of Q2 2026.
  • Mayflower Financial Advisors bought 25,996 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.93M.
  • iShares MSCI ACWI ex US ETF made up 0.94% of Mayflower Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • Mayflower Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.