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Sentinel Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sentinel Trust’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 		$9.41M Sell
123,633
-124
-0.1% -$9.23K 0.83% 19
2026
Q1 		$8.47M Sell
123,757
-244
-0.2% -$17.2K 0.84% 20
2025
Q4 		$8.32M Sell
124,001
-497
-0.4% -$32.9K 0.82% 21
2025
Q3 		$8.09M Sell
124,498
-713
-0.6% -$44.6K 0.82% 21
2025
Q2 		$7.63M Sell
125,211
-1,152
-0.9% -$66.5K 0.83% 19
2025
Q1 		$7.01M Sell
126,363
-9,390
-7% -$516K 0.83% 22
2024
Q4 		$7.08M Sell
135,753
-32,482
-19% -$1.78M 0.81% 22
2024
Q3 		$9.63M Sell
168,235
-1,842
-1% -$100K 1.1% 18
2024
Q2 		$9.04M Sell
170,077
-37,155
-18% -$1.98M 1.11% 18
2024
Q1 		$11.1M Sell
207,232
-4,791
-2% -$246K 1.43% 12
2023
Q4 		$10.8M Sell
212,023
-1,795
-0.8% -$86.4K 1.42% 12
2023
Q3 		$10.1M Sell
213,818
-5,353
-2% -$262K 1.42% 10
2023
Q2 		$10.8M Sell
219,171
-83,962
-28% -$4.13M 1.47% 10
2023
Q1 		$14.8M Sell
303,133
-10,425
-3% -$502K 2.1% 10
2022
Q4 		$14.3M Sell
313,558
-42,882
-12% -$1.88M 2.23% 8
2022
Q3 		$14.3M Sell
356,440
-18,837
-5% -$838K 2.35% 8
2022
Q2 		$16.9M Buy
375,277
+162,148
+76% +$7.85M 2.6% 8
2022
Q1 		$11.1M Hold
213,129
– – 1.34% 13
2021
Q4 		$11.8M Sell
213,129
-92,000
-30% -$5.18M 1.45% 12
2021
Q3 		$16.9M Hold
305,129
– – 2.65% 6
2021
Q2 		$17.5M Sell
305,129
-218
-0.1% -$12.5K 2.66% 5
2021
Q1 		$16.8M Hold
305,347
– – 2.99% 5
2020
Q4 		$16.2M Buy
305,347
+63,600
+26% +$3.15M 2.83% 6
2020
Q3 		$11.1M Sell
241,747
-115,443
-32% -$5.32M 2.29% 10
2020
Q2 		$15.4M Buy
357,190
+338,261
+1,787% +$13.8M 3.53% 6
2020
Q1 		$713K Buy
+18,929
New +$851K 0.22% 23

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
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

Sentinel Trust's ACWX Position: Q2 2026 in Review

Sentinel Trust reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.1% in Q2 2026, selling an estimated $9.23K and leaving 123,633 shares worth $9.41M. The position accounts for 0.83% of the portfolio, ranked #19.

Sentinel Trust first reported a position in ACWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.5M in Q2 2021. 211 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Sentinel Trust held 123,633 shares of iShares MSCI ACWI ex US ETF worth $9.41M as of Q2 2026.
  • Sentinel Trust sold 124 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9.23K.
  • iShares MSCI ACWI ex US ETF made up 0.83% of Sentinel Trust's portfolio in Q2 2026, its #19 holding.
  • Sentinel Trust first reported a position in iShares MSCI ACWI ex US ETF in Q1 2020 and has held it in 26 quarters since.
  • Sentinel Trust's iShares MSCI ACWI ex US ETF position peaked at $17.5M in Q2 2021.
  • 211 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.