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New England Professional Planning Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

New England Professional Planning Group’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 		$670K Buy
8,801
+44
+0.5% +$3.27K 0.25% 18
2026
Q1 		$600K Hold
8,757
– – 0.25% 18
2025
Q4 		$588K Buy
8,757
+71
+0.8% +$4.7K 0.25% 19
2025
Q3 		$565K Hold
8,686
– – 0.26% 19
2025
Q2 		$529K Buy
8,686
+56
+0.6% +$3.23K 0.24% 21
2025
Q1 		$479K Sell
8,630
-1
-0% -$55 0.24% 18
2024
Q4 		$450K Buy
8,631
+56
+0.7% +$3.06K 0.22% 21
2024
Q3 		$491K Hold
8,575
– – 0.24% 18
2024
Q2 		$456K Buy
8,575
+56
+0.7% +$2.99K 0.24% 18
2024
Q1 		$455K Buy
8,519
+1
+0% +$51 0.24% 20
2023
Q4 		$435K Sell
8,518
-4,109
-33% -$198K 0.25% 19
2023
Q3 		$594K Hold
12,627
– – 0.37% 13
2023
Q2 		$622K Buy
12,627
+59
+0.5% +$2.9K 0.37% 12
2023
Q1 		$620K Sell
12,568
-8,765
-41% -$422K 0.37% 11
2022
Q4 		$971K Sell
21,333
-1,251
-6% -$54.9K 0.55% 9
2022
Q3 		$904K Buy
22,584
+11,548
+105% +$514K 0.64% 9
2022
Q2 		$497K Buy
11,036
+67
+0.6% +$3.24K 0.34% 13
2022
Q1 		$579K Buy
10,969
+18
+0.2% +$959 0.35% 14
2021
Q4 		$614K Buy
10,951
+1,063
+11% +$59.8K 0.37% 12
2021
Q3 		$564K Sell
9,888
-14
-0.1% -$797 0.33% 15
2021
Q2 		$569K Buy
9,902
+26
+0.3% +$1.49K 0.34% 15
2021
Q1 		$566K Sell
9,876
-1,265
-11% -$69.9K 0.35% 16
2020
Q4 		$590K Buy
11,141
+53
+0.5% +$2.63K 0.42% 11
2020
Q3 		$537K Sell
11,088
-121
-1% -$5.58K 0.43% 9
2020
Q2 		$518K Buy
11,209
+2,663
+31% +$109K 0.4% 16
2020
Q1 		$334K Buy
+8,546
New +$384K 0.31% 25

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

New England Professional Planning Group's ACWX Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.5% in Q2 2026, buying an estimated $3.27K and bringing the position to 8,801 shares worth $670K. The position accounts for 0.25% of the portfolio, ranked #18.

New England Professional Planning Group first reported a position in ACWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $971K in Q4 2022. 396 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • New England Professional Planning Group held 8,801 shares of iShares MSCI ACWI ex US ETF worth $670K as of Q2 2026.
  • New England Professional Planning Group bought 44 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $3.27K.
  • iShares MSCI ACWI ex US ETF made up 0.25% of New England Professional Planning Group's portfolio in Q2 2026, its #18 holding.
  • New England Professional Planning Group first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 26 quarters since.
  • New England Professional Planning Group's iShares MSCI ACWI ex US ETF position peaked at $971K in Q4 2022.
  • 396 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.