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

PFG 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
Q3 		$5.09M Buy
67,332
+5,638
+9% +$430K 0.26% 85
2026
Q2 		$4.7M Buy
61,694
+56,634
+1,119% +$4.21M 0.24% 98
2026
Q1 		$346K Sell
5,060
-108
-2% -$7.62K 0.02% 625
2025
Q4 		$347K Buy
5,168
+1,063
+26% +$70.4K 0.02% 606
2025
Q3 		$267K Buy
+4,105
New +$257K 0.01% 716
2025
Q2 		– Sell
-10,172
Closed -$564K – 626
2025
Q1 		$564K Buy
10,172
+4,682
+85% +$257K 0.03% 440
2024
Q4 		$286K Buy
+5,490
New +$300K 0.02% 596

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

PFG Advisors's ACWX Position: Q3 2026 in Review

PFG Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 9.1% in Q3 2026, buying an estimated $430K and bringing the position to 67,332 shares worth $5.09M. The position accounts for 0.26% of the portfolio, ranked #85.

PFG Advisors first reported a position in ACWX in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • PFG Advisors held 67,332 shares of iShares MSCI ACWI ex US ETF worth $5.09M as of Q3 2026.
  • PFG Advisors bought 5,638 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $430K.
  • iShares MSCI ACWI ex US ETF made up 0.26% of PFG Advisors's portfolio in Q3 2026, its #85 holding.
  • PFG Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.