Sageworth Trust Company of South Dakota’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sageworth Trust Company of South Dakota’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	$4.58M	Buy	60,212 +12,325	+26%	+$917K	2.83%	11
2026 Q1	$3.28M	Sell	47,887 -996	-2%	-$70.3K	2.6%	11
2025 Q4	$3.28M	Hold	48,883	–	–	2.68%	11
2025 Q3	$3.18M	Buy	48,883 +4,699	+11%	+$294K	3%	8
2025 Q2	$2.69M	Buy	44,184 +255	+0.6%	+$14.7K	2.92%	10
2025 Q1	$2.44M	Hold	43,929	–	–	2.93%	11
2024 Q4	$2.29M	Sell	43,929 -1,600	-4%	-$87.5K	2.9%	11
2024 Q3	$2.61M	Hold	45,529	–	–	3.34%	10
2024 Q2	$2.42M	Hold	45,529	–	–	3.55%	11
2024 Q1	$2.43M	Sell	45,529 -9,000	-17%	-$462K	3.75%	7
2023 Q4	$2.78M	Hold	54,529	–	–	5.25%	3
2023 Q3	$2.56M	Hold	54,529	–	–	5.65%	3
2023 Q2	$2.68M	Hold	54,529	–	–	6.67%	3
2023 Q1	$2.66M	Sell	54,529 -25,291	-32%	-$1.22M	6.22%	3
2022 Q4	$3.63M	Buy	79,820 +2,452	+3%	+$108K	8.16%	3
2022 Q3	$3.1M	Buy	77,368 +39,691	+105%	+$1.77M	7.61%	3
2022 Q2	$1.7M	Buy	+37,677	New	+$1.82M	3.49%	11

Other funds holding ACWX

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ACWX Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 26% in Q2 2026, buying an estimated $917K and bringing the position to 60,212 shares worth $4.58M. The position accounts for 2.83% of the portfolio, ranked #11.

Sageworth Trust Company of South Dakota first reported a position in ACWX in Q2 2022 and has held it in 17 quarters since. 579 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Sageworth Trust Company of South Dakota held 60,212 shares of iShares MSCI ACWI ex US ETF worth $4.58M as of Q2 2026.
Sageworth Trust Company of South Dakota bought 12,325 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $917K.
iShares MSCI ACWI ex US ETF made up 2.83% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #11 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares MSCI ACWI ex US ETF in Q2 2022 and has held it in 17 quarters since.
579 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.