Pinnacle Associates
ACWX icon

Pinnacle Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Pinnacle Associates’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 		$1.12M Sell
14,842
-22
-0.1% -$1.68K 0.01% 500
2026
Q2 		$1.13M Buy
14,864
+176
+1% +$13.1K 0.01% 508
2026
Q1 		$1.01M Buy
14,688
+243
+2% +$17.1K 0.01% 519
2025
Q4 		$970K Buy
14,445
+475
+3% +$31.5K 0.01% 521
2025
Q3 		$908K Sell
13,970
-200
-1% -$12.5K 0.01% 530
2025
Q2 		$864K Hold
14,170
– – 0.01% 536
2025
Q1 		$786K Hold
14,170
– – 0.01% 525
2024
Q4 		$739K Sell
14,170
-235
-2% -$12.9K 0.01% 528
2024
Q3 		$735K Buy
14,405
+95
+0.7% +$5.18K 0.01% 511
2024
Q2 		$760K Sell
14,310
-30
-0.2% -$1.6K 0.01% 511
2024
Q1 		$766K Sell
14,340
-65
-0.5% -$3.34K 0.01% 524
2023
Q4 		$735K Buy
14,405
+1,150
+9% +$55.3K 0.01% 520
2023
Q3 		$623K Sell
13,255
-200
-1% -$9.8K 0.01% 529
2023
Q2 		$662K Hold
13,455
– – 0.01% 529
2023
Q1 		$656K Sell
13,455
-1,250
-9% -$60.2K 0.01% 472
2022
Q4 		$669K Sell
14,705
-1,820
-11% -$79.8K 0.01% 462
2022
Q3 		$661K Sell
16,525
-100
-0.6% -$4.45K 0.02% 454
2022
Q2 		$748K Hold
16,625
– – 0.02% 464
2022
Q1 		$869K Hold
16,625
– – 0.02% 471
2021
Q4 		$924K Hold
16,625
– – 0.02% 468
2021
Q3 		$921K Hold
16,625
– – 0.02% 455
2021
Q2 		$956K Hold
16,625
– – 0.02% 438
2021
Q1 		$917K Sell
16,625
-500
-3% -$27.6K 0.02% 432
2020
Q4 		$908K Hold
17,125
– – 0.02% 408
2020
Q3 		$788K Hold
17,125
– – 0.02% 412
2020
Q2 		$740K Sell
17,125
-1,030
-6% -$42.1K 0.02% 422
2020
Q1 		$684K Sell
18,155
-425
-2% -$19.1K 0.02% 401
2019
Q4 		$913K Buy
18,580
+2,000
+12% +$95.4K 0.02% 428
2019
Q3 		$764K Sell
16,580
-1,390
-8% -$63.6K 0.02% 462
2019
Q2 		$840K Buy
17,970
+30
+0.2% +$1.39K 0.02% 441
2019
Q1 		$830K Buy
+17,940
New +$808K 0.02% 448

Other funds holding ACWX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
German American Bancorp
German American Bancorp Jasper, Indiana $1.39B AUM 28.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 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

Pinnacle Associates's ACWX Position: Q3 2026 in Review

Pinnacle Associates reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.15% in Q3 2026, selling an estimated $1.68K and leaving 14,842 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #500.

Pinnacle Associates first reported a position in ACWX in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.13M in Q2 2026. 562 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Pinnacle Associates held 14,842 shares of iShares MSCI ACWI ex US ETF worth $1.12M as of Q3 2026.
  • Pinnacle Associates sold 22 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $1.68K.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #500 holding.
  • Pinnacle Associates first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 31 quarters since.
  • Pinnacle Associates's iShares MSCI ACWI ex US ETF position peaked at $1.13M in Q2 2026.
  • 562 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.