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Presidio Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Presidio Capital 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
Q2 		$5.7M Buy
74,914
+16,500
+28% +$1.23M 1.43% 13
2026
Q1 		$4M Buy
58,414
+22,631
+63% +$1.6M 1.16% 13
2025
Q4 		$2.4M Buy
35,783
+3,410
+11% +$226K 0.72% 15
2025
Q3 		$2.1M Buy
32,373
+3,054
+10% +$191K 0.74% 14
2025
Q2 		$1.79M Sell
29,319
-1,021
-3% -$59K 0.69% 14
2025
Q1 		$1.68M Buy
30,340
+9,881
+48% +$543K 0.69% 14
2024
Q4 		$1.07M Sell
20,459
-18,132
-47% -$992K 0.57% 20
2024
Q3 		$2.21M Sell
38,591
-1,068
-3% -$58.2K 1.41% 10
2024
Q2 		$2.11M Buy
+39,659
New +$2.12M 1.47% 11

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Presidio Capital Management's ACWX Position: Q2 2026 in Review

Presidio Capital Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 28% in Q2 2026, buying an estimated $1.23M and bringing the position to 74,914 shares worth $5.7M. The position accounts for 1.43% of the portfolio, ranked #13.

Presidio Capital Management first reported a position in ACWX in Q2 2024 and has held it in 9 quarters since. 181 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Presidio Capital Management held 74,914 shares of iShares MSCI ACWI ex US ETF worth $5.7M as of Q2 2026.
  • Presidio Capital Management bought 16,500 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.23M.
  • iShares MSCI ACWI ex US ETF made up 1.43% of Presidio Capital Management's portfolio in Q2 2026, its #13 holding.
  • Presidio Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2024 and has held it in 9 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Presidio Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.