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Patriot Financial Group Insurance Agency’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Patriot Financial Group Insurance Agency’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 		$2.47M Sell
32,445
-14,419
-31% -$1.07M 0.25% 111
2026
Q1 		$3.21M Buy
+46,864
New +$3.31M 0.18% 142
2022
Q3 		– Sell
-2,183
Closed -$98K – 423
2022
Q2 		$98K Buy
2,183
+1,371
+169% +$66.4K 0.02% 549
2022
Q1 		$42K Sell
812
-98
-11% -$5.22K 0.01% 829
2021
Q4 		$51K Buy
910
+200
+28% +$11.3K 0.01% 849
2021
Q3 		$39K Buy
710
+629
+777% +$35.8K 0.01% 951
2021
Q2 		$5K Buy
+81
New +$4.65K ﹤0.01% 1621
2020
Q2 		– Sell
-212
Closed -$8K – 1641
2020
Q1 		$8K Hold
212
– – ﹤0.01% 903
2019
Q4 		$10K Hold
212
– – ﹤0.01% 829
2019
Q3 		$10K Hold
212
– – ﹤0.01% 787
2019
Q2 		$10K Hold
212
– – ﹤0.01% 790
2019
Q1 		$10K Buy
+212
New +$9.55K 0.01% 691
2018
Q4 		– Sell
-308
Closed -$15K – 968
2018
Q3 		$15K Buy
+308
New +$14.6K 0.01% 535
2018
Q1 		– Sell
-700
Closed -$36K – 947
2017
Q4 		$36K Buy
700
+118
+20% +$5.82K 0.03% 344
2017
Q3 		$28K Buy
582
+150
+35% +$7.08K 0.03% 346
2017
Q2 		$20K Hold
432
– – 0.02% 380
2017
Q1 		$19K Buy
+432
New +$18.3K 0.02% 361

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

Patriot Financial Group Insurance Agency's ACWX Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 31% in Q2 2026, selling an estimated $1.07M and leaving 32,445 shares worth $2.47M. The position accounts for 0.25% of the portfolio, ranked #111.

Patriot Financial Group Insurance Agency first reported a position in ACWX in Q1 2017 and has held it in 17 quarters since. The position peaked at $3.21M in Q1 2026. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 32,445 shares of iShares MSCI ACWI ex US ETF worth $2.47M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 14,419 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.07M.
  • iShares MSCI ACWI ex US ETF made up 0.25% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #111 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's iShares MSCI ACWI ex US ETF position peaked at $3.21M in Q1 2026.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.