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Rossmore Private Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Rossmore Private Capital’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 		$38.1K Hold
500
– – ﹤0.01% 342
2026
Q1 		$34.2K Hold
500
– – ﹤0.01% 329
2025
Q4 		$33.6K Hold
500
– – ﹤0.01% 332
2025
Q3 		$32.5K Buy
+500
New +$31.3K ﹤0.01% 301

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Rossmore Private Capital's ACWX Position: Q2 2026 in Review

Rossmore Private Capital held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 500 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Rossmore Private Capital first reported a position in ACWX in Q3 2025 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Rossmore Private Capital held 500 shares of iShares MSCI ACWI ex US ETF worth $38.1K as of Q2 2026.
  • Rossmore Private Capital left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #342 holding.
  • Rossmore Private Capital first reported a position in iShares MSCI ACWI ex US ETF in Q3 2025 and has held it in 4 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.