Sage Financial Group’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.79M | Buy |
102,415
+3,658
| +4% | +$272K | 0.43% | 28 |
|
|
2026
Q1 | $6.76M | Sell |
98,757
-841
| -0.8% | -$59.3K | 0.44% | 27 |
|
|
2025
Q4 | $6.69M | Buy |
99,598
+5,262
| +6% | +$349K | 0.44% | 26 |
|
|
2025
Q3 | $6.13M | Buy |
94,336
+6,445
| +7% | +$403K | 0.42% | 25 |
|
|
2025
Q2 | $5.36M | Sell |
87,891
-1,233
| -1% | -$71.2K | 0.4% | 27 |
|
|
2025
Q1 | $4.94M | Sell |
89,124
-13,981
| -14% | -$768K | 0.4% | 28 |
|
|
2024
Q4 | $5.38M | Buy |
103,105
+34,898
| +51% | +$1.91M | 0.43% | 26 |
|
|
2024
Q3 | $3.9M | Buy |
68,207
+231
| +0.3% | +$12.6K | 0.32% | 29 |
|
|
2024
Q2 | $3.61M | Sell |
67,976
-3,150
| -4% | -$168K | 0.31% | 32 |
|
|
2024
Q1 | $3.8M | Sell |
71,126
-1,734
| -2% | -$89K | 0.34% | 28 |
|
|
2023
Q4 | $3.72M | Sell |
72,860
-2,201
| -3% | -$106K | 0.36% | 31 |
|
|
2023
Q3 | $3.53M | Sell |
75,061
-1,006
| -1% | -$49.2K | 0.39% | 29 |
|
|
2023
Q2 | $3.74M | Sell |
76,067
-2,788
| -4% | -$137K | 0.4% | 29 |
|
|
2023
Q1 | $3.85M | Sell |
78,855
-4,236
| -5% | -$204K | 0.44% | 29 |
|
|
2022
Q4 | $3.78M | Buy |
83,091
+51,786
| +165% | +$2.27M | 0.46% | 30 |
|
|
2022
Q3 | $1.25M | Sell |
31,305
-19,004
| -38% | -$846K | 0.17% | 40 |
|
|
2022
Q2 | $2.26M | Sell |
50,309
-120,904
| -71% | -$5.85M | 0.3% | 30 |
|
|
2022
Q1 | $8.95M | Buy |
171,213
+98,092
| +134% | +$5.22M | 1.04% | 16 |
|
|
2021
Q4 | $4.07M | Buy |
73,121
+16,653
| +29% | +$937K | 0.43% | 29 |
|
|
2021
Q3 | $3.13M | Sell |
56,468
-1,798
| -3% | -$102K | 0.38% | 31 |
|
|
2021
Q2 | $3.35M | Sell |
58,266
-1,189
| -2% | -$68.3K | 0.41% | 30 |
|
|
2021
Q1 | $3.28M | Buy |
59,455
+52
| +0.1% | +$2.87K | 0.43% | 31 |
|
|
2020
Q4 | $3.15M | Sell |
59,403
-4,438
| -7% | -$220K | 0.43% | 30 |
|
|
2020
Q3 | $2.94M | Sell |
63,841
-3,076
| -5% | -$142K | 0.48% | 29 |
|
|
2020
Q2 | $2.89M | Buy |
66,917
+34,812
| +108% | +$1.42M | 0.52% | 27 |
|
|
2020
Q1 | $1.21M | Buy |
+32,105
| New | +$1.44M | 0.23% | 33 |
|
|
2016
Q2 | – | Sell |
-11,899
| Closed | -$470K | – | 44 |
|
|
2016
Q1 | $470K | Sell |
11,899
-36,067
| -75% | -$1.35M | 0.16% | 22 |
|
|
2015
Q4 | $1.9M | Buy |
+47,966
| New | +$1.96M | 0.62% | 17 |
|
|
2015
Q2 | – | Sell |
-10,531
| Closed | -$471K | – | 43 |
|
|
2015
Q1 | $471K | Sell |
10,531
-8,208
| -44% | -$361K | 0.22% | 17 |
|
|
2014
Q4 | $806K | Buy |
+18,739
| New | +$829K | 0.3% | 18 |
|
|
2014
Q1 | – | Sell |
-7,640
| Closed | -$357K | – | 37 |
|
|
2013
Q4 | $357K | Buy |
+7,640
| New | +$351K | 0.17% | 24 |
|
Other funds holding ACWX
FWCM
KOC
Sage Financial Group's ACWX Position: Q2 2026 in Review
Sage Financial Group increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.7% in Q2 2026, buying an estimated $272K and bringing the position to 102,415 shares worth $7.79M. The position accounts for 0.43% of the portfolio, ranked #28.
Sage Financial Group first reported a position in ACWX in Q4 2013 and has held it in 31 quarters since. The position peaked at $8.95M in Q1 2022. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Sage Financial Group held 102,415 shares of iShares MSCI ACWI ex US ETF worth $7.79M as of Q2 2026.
- Sage Financial Group bought 3,658 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $272K.
- iShares MSCI ACWI ex US ETF made up 0.43% of Sage Financial Group's portfolio in Q2 2026, its #28 holding.
- Sage Financial Group first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and has held it in 31 quarters since.
- Sage Financial Group's iShares MSCI ACWI ex US ETF position peaked at $8.95M in Q1 2022.
- 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.