Phillips Financial Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Phillips Financial 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	$601K	Hold	7,951	–	–	0.05%	132
2026 Q2	$605K	Hold	7,951	–	–	0.04%	132
2026 Q1	$544K	Hold	7,951	–	–	0.04%	141
2025 Q4	$534K	Hold	7,951	–	–	0.03%	141
2025 Q3	$517K	Hold	7,951	–	–	0.03%	147
2025 Q2	$485K	Hold	7,951	–	–	0.04%	141
2025 Q1	$441K	Hold	7,951	–	–	0.03%	140
2024 Q4	$415K	Hold	7,951	–	–	0.03%	138
2024 Q3	$455K	Hold	7,951	–	–	0.04%	138
2024 Q2	$422K	Hold	7,951	–	–	0.03%	138
2024 Q1	$425K	Hold	7,951	–	–	0.03%	137
2023 Q4	$406K	Sell	7,951 -277	-3%	-$13.3K	0.04%	135
2023 Q3	$387K	Hold	8,228	–	–	0.04%	136
2023 Q2	$405K	Hold	8,228	–	–	0.04%	133
2023 Q1	$401K	Hold	8,228	–	–	0.04%	129
2022 Q4	$374K	Hold	8,228	–	–	0.04%	120
2022 Q3	$329K	Buy	+8,228	New	+$366K	0.04%	123
2022 Q2	–	Sell	-8,228	Closed	-$430K	–	108
2022 Q1	$430K	Buy	+8,228	New	+$438K	0.04%	108
2015 Q4	–	Sell	-10,365	Closed	-$423K	–	61
2015 Q3	$423K	Hold	10,365	–	–	0.12%	57
2015 Q2	$464K	Hold	10,365	–	–	0.13%	56
2015 Q1	$482K	Buy	10,365 +22	+0.2%	+$967	0.13%	58
2014 Q4	$433K	Sell	10,343 -200	-2%	-$8.85K	0.12%	64
2014 Q3	$455K	Buy	+10,543	New	+$500K	0.14%	66

Other funds holding ACWX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 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

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Phillips Financial Management's ACWX Position: Q3 2026 in Review

Phillips Financial Management held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q3 2026 at 7,951 shares worth $601K. The position accounts for 0.05% of the portfolio, ranked #132.

Phillips Financial Management first reported a position in ACWX in Q3 2014 and has held it in 23 quarters since. The position peaked at $605K in Q2 2026. 502 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Phillips Financial Management held 7,951 shares of iShares MSCI ACWI ex US ETF worth $601K as of Q3 2026.
Phillips Financial Management left its iShares MSCI ACWI ex US ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.05% of Phillips Financial Management's portfolio in Q3 2026, its #132 holding.
Phillips Financial Management first reported a position in iShares MSCI ACWI ex US ETF in Q3 2014 and has held it in 23 quarters since.
Phillips Financial Management's iShares MSCI ACWI ex US ETF position peaked at $605K in Q2 2026.
502 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.