Patten & Patten’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Patten & Patten’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	$345K	Buy	+4,556	New	+$348K	0.02%	286

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $706M AUM 19.15% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Patten & Patten's ACWX Position: Q3 2026 in Review

Patten & Patten opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 4,556 shares worth $345K. The stake represents 0.02% of the portfolio and ranks #286 among its holdings.

325 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Patten & Patten held 4,556 shares of iShares MSCI ACWI ex US ETF worth $345K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Patten & Patten position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.02% of Patten & Patten's portfolio in Q3 2026, its #286 holding.
325 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Patten & Patten's 13F filing for Q3 2026, filed 26 Oct 2026.