October Effect
ACWX icon

October Effect’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

October Effect’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 		$714K Sell
9,446
-345
-4% -$26.3K 0.73% 34
2026
Q2 		$745K Sell
9,791
-240
-2% -$17.9K 0.7% 35
2026
Q1 		$687K Buy
10,031
+628
+7% +$44.3K 0.79% 40
2025
Q4 		$631K Sell
9,403
-410
-4% -$27.2K 0.7% 38
2025
Q3 		$638K Buy
9,813
+957
+11% +$59.8K 0.7% 29
2025
Q2 		$540K Buy
+8,856
New +$511K 0.65% 33

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
AFP
Advus Financial Partners Winter Park, Florida $355M AUM 12.67% 1-Year Est. Return

October Effect's ACWX Position: Q3 2026 in Review

October Effect reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.5% in Q3 2026, selling an estimated $26.3K and leaving 9,446 shares worth $714K. The position accounts for 0.73% of the portfolio, ranked #34.

October Effect first reported a position in ACWX in Q2 2025 and has held it in 6 quarters since. The position peaked at $745K in Q2 2026. 253 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • October Effect held 9,446 shares of iShares MSCI ACWI ex US ETF worth $714K as of Q3 2026.
  • October Effect sold 345 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $26.3K.
  • iShares MSCI ACWI ex US ETF made up 0.73% of October Effect's portfolio in Q3 2026, its #34 holding.
  • October Effect first reported a position in iShares MSCI ACWI ex US ETF in Q2 2025 and has held it in 6 quarters since.
  • October Effect's iShares MSCI ACWI ex US ETF position peaked at $745K in Q2 2026.
  • 253 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.