Premier Path Wealth Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Premier Path Wealth Partners’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	$24.1M	Sell	318,885 -143,892	-31%	-$11M	2.82%	4
2026 Q2	$35.2M	Buy	462,777 +22,933	+5%	+$1.71M	4.05%	2
2026 Q1	$30.1M	Buy	439,844 +169,293	+63%	+$11.9M	3.92%	2
2025 Q4	$18.2M	Buy	270,551 +64,073	+31%	+$4.25M	2.35%	5
2025 Q3	$13.4M	Buy	206,478 +25,910	+14%	+$1.62M	1.73%	7
2025 Q2	$11M	Buy	180,568 +27,639	+18%	+$1.6M	1.53%	10
2025 Q1	$8.48M	Buy	152,929 +15,940	+12%	+$875K	1.32%	14
2024 Q4	$7.15M	Buy	136,989 +28,857	+27%	+$1.58M	1.09%	21
2024 Q3	$6.19M	Buy	108,132 +23,251	+27%	+$1.27M	0.98%	21
2024 Q2	$4.51M	Buy	84,881 +11,183	+15%	+$596K	0.77%	31
2024 Q1	$4.08M	Buy	73,698 +30,073	+69%	+$1.54M	0.77%	31
2023 Q4	$2.28M	Buy	+43,625	New	+$2.1M	0.51%	41

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Premier Path Wealth Partners's ACWX Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 31% in Q3 2026, selling an estimated $11M and leaving 318,885 shares worth $24.1M. The position accounts for 2.82% of the portfolio, ranked #4.

Premier Path Wealth Partners first reported a position in ACWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $35.2M in Q2 2026. 147 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Premier Path Wealth Partners held 318,885 shares of iShares MSCI ACWI ex US ETF worth $24.1M as of Q3 2026.
Premier Path Wealth Partners sold 143,892 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $11M.
iShares MSCI ACWI ex US ETF made up 2.82% of Premier Path Wealth Partners's portfolio in Q3 2026, its #4 holding.
Premier Path Wealth Partners first reported a position in iShares MSCI ACWI ex US ETF in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's iShares MSCI ACWI ex US ETF position peaked at $35.2M in Q2 2026.
147 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.