Petredis Investment Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Petredis Investment Advisors’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	$1.28M	Sell	16,760 -200	-1%	-$14.9K	0.09%	93
2026 Q1	$1.16M	Sell	16,960 -1,040	-6%	-$73.4K	0.09%	91
2025 Q4	$1.21M	Hold	18,000	–	–	0.09%	92
2025 Q3	$1.17M	Hold	18,000	–	–	0.09%	95
2025 Q2	$1.1M	Hold	18,000	–	–	0.1%	94
2025 Q1	$998K	Hold	18,000	–	–	0.1%	88
2024 Q4	$939K	Hold	18,000	–	–	0.1%	87
2024 Q3	$1.03M	Hold	18,000	–	–	0.11%	87
2024 Q2	$956K	Hold	18,000	–	–	0.11%	89
2024 Q1	$961K	Hold	18,000	–	–	0.12%	88
2023 Q4	$919K	Hold	18,000	–	–	0.12%	89
2023 Q3	$846K	Hold	18,000	–	–	0.12%	87
2023 Q2	$886K	Hold	18,000	–	–	0.12%	89
2023 Q1	$878K	Hold	18,000	–	–	0.14%	85
2022 Q4	$819K	Buy	+18,000	New	+$789K	0.15%	84

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

Petredis Investment Advisors's ACWX Position: Q2 2026 in Review

Petredis Investment Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.2% in Q2 2026, selling an estimated $14.9K and leaving 16,760 shares worth $1.28M. The position accounts for 0.09% of the portfolio, ranked #93.

Petredis Investment Advisors first reported a position in ACWX in Q4 2022 and has held it in 15 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Petredis Investment Advisors held 16,760 shares of iShares MSCI ACWI ex US ETF worth $1.28M as of Q2 2026.
Petredis Investment Advisors sold 200 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $14.9K.
iShares MSCI ACWI ex US ETF made up 0.09% of Petredis Investment Advisors's portfolio in Q2 2026, its #93 holding.
Petredis Investment Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2022 and has held it in 15 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.