Pennington Partners & Co’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Pennington Partners & Co’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	$1.67M	Buy	21,887 +564	+3%	+$42K	0.53%	27
2026 Q1	$1.46M	Buy	21,323 +1,156	+6%	+$81.5K	0.5%	24
2025 Q4	$1.35M	Sell	20,167 -524	-3%	-$34.7K	0.54%	21
2025 Q3	$1.35M	Hold	20,691	–	–	0.64%	22
2025 Q2	$1.26M	Buy	20,691 +75	+0.4%	+$4.33K	0.68%	18
2025 Q1	$1.14M	Hold	20,616	–	–	0.66%	17
2024 Q4	$1.08M	Buy	+20,616	New	+$1.13M	0.53%	22

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pennington Partners & Co's ACWX Position: Q2 2026 in Review

Pennington Partners & Co increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.6% in Q2 2026, buying an estimated $42K and bringing the position to 21,887 shares worth $1.67M. The position accounts for 0.53% of the portfolio, ranked #27.

Pennington Partners & Co first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Pennington Partners & Co held 21,887 shares of iShares MSCI ACWI ex US ETF worth $1.67M as of Q2 2026.
Pennington Partners & Co bought 564 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $42K.
iShares MSCI ACWI ex US ETF made up 0.53% of Pennington Partners & Co's portfolio in Q2 2026, its #27 holding.
Pennington Partners & Co first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Pennington Partners & Co's 13F filing for Q2 2026, filed 14 Aug 2026.