Perigon Wealth Management
ACWX icon

Perigon Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Perigon Wealth Management’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 		$1.51M Buy
20,032
+7,369
+58% +$563K 0.02% 477
2026
Q2 		$964K Buy
12,663
+5,172
+69% +$385K 0.02% 611
2026
Q1 		$513K Buy
7,491
+790
+12% +$55.7K 0.01% 800
2025
Q4 		$450K Buy
6,701
+2,426
+57% +$161K 0.01% 849
2025
Q3 		$278K Hold
4,275
– – 0.01% 1008
2025
Q2 		$261K Hold
4,275
– – 0.01% 895
2025
Q1 		$237K Hold
4,275
– – 0.01% 898
2024
Q4 		$224K Sell
4,275
-11,763
-73% -$643K 0.01% 920
2024
Q3 		$918K Sell
16,038
-24
-0.1% -$1.31K 0.02% 457
2024
Q2 		$853K Sell
16,062
-245
-2% -$13.1K 0.02% 406
2024
Q1 		$871K Buy
16,307
+38
+0.2% +$1.95K 0.03% 403
2023
Q4 		$830K Buy
16,269
+4,185
+35% +$201K 0.03% 380
2023
Q3 		$568K Hold
12,084
– – 0.02% 416
2023
Q2 		$595K Buy
+12,084
New +$595K 0.02% 414
2022
Q4 		– Sell
-8,355
Closed -$334K – 687
2022
Q3 		$334K Hold
8,355
– – 0.03% 402
2022
Q2 		$376K Buy
8,355
+2,298
+38% +$111K 0.03% 380
2022
Q1 		$317K Buy
+6,057
New +$323K 0.02% 445
2021
Q1 		– Sell
-758
Closed -$40K – 495
2020
Q4 		$40K Buy
+758
New +$37.6K ﹤0.01% 811
2017
Q4 		– Sell
-160
Closed -$8K – 604
2017
Q3 		$8K Hold
160
– – ﹤0.01% 522
2017
Q2 		$7K Buy
160
+2
+1% +$90 ﹤0.01% 512
2017
Q1 		$7K Hold
158
– – ﹤0.01% 549
2016
Q4 		$7K Buy
158
+2
+1% +$81 ﹤0.01% 597
2016
Q3 		$6K Hold
156
– – ﹤0.01% 528
2016
Q2 		$6K Buy
+156
New +$6.19K ﹤0.01% 389

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

Perigon Wealth Management's ACWX Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 58% in Q3 2026, buying an estimated $563K and bringing the position to 20,032 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #477.

Perigon Wealth Management first reported a position in ACWX in Q2 2016 and has held it in 24 quarters since. 253 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Perigon Wealth Management held 20,032 shares of iShares MSCI ACWI ex US ETF worth $1.51M as of Q3 2026.
  • Perigon Wealth Management bought 7,369 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $563K.
  • iShares MSCI ACWI ex US ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #477 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2016 and has held it in 24 quarters since.
  • 253 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.