Simon Quick Advisors
ACWX icon

Simon Quick Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Simon Quick Advisors’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
Q3 		$3.32M Sell
43,847
-788
-2% -$60.2K 0.13% 109
2026
Q2 		$3.4M Sell
44,635
-1,523
-3% -$113K 0.14% 109
2026
Q1 		$3.16M Sell
46,158
-1,159
-2% -$81.8K 0.14% 111
2025
Q4 		$3.18M Buy
47,317
+4,243
+10% +$281K 0.14% 104
2025
Q3 		$2.8M Buy
43,074
+1,552
+4% +$97K 0.13% 111
2025
Q2 		$2.53M Sell
41,522
-8,086
-16% -$467K 0.13% 106
2025
Q1 		$2.75M Sell
49,608
-1,935
-4% -$106K 0.16% 71
2024
Q4 		$2.69M Sell
51,543
-4,096
-7% -$224K 0.16% 65
2024
Q3 		$3.18M Sell
55,639
-6,884
-11% -$375K 0.2% 56
2024
Q2 		$3.32M Sell
62,523
-4,742
-7% -$253K 0.23% 52
2024
Q1 		$3.59M Sell
67,265
-17,770
-21% -$912K 0.27% 51
2023
Q4 		$4.34M Sell
85,035
-2,281
-3% -$110K 0.38% 40
2023
Q3 		$4.1M Sell
87,316
-6,399
-7% -$313K 0.39% 41
2023
Q2 		$4.61M Sell
93,715
-26,620
-22% -$1.31M 0.43% 37
2023
Q1 		$5.87M Sell
120,335
-20,878
-15% -$1.01M 0.64% 31
2022
Q4 		$6.43M Sell
141,213
-8,361
-6% -$367K 0.76% 27
2022
Q3 		$5.98M Buy
149,574
+11,935
+9% +$531K 0.85% 23
2022
Q2 		$6.34M Sell
137,639
-189,048
-58% -$9.15M 0.83% 22
2022
Q1 		$17.1M Buy
326,687
+57,829
+22% +$3.08M 4.84% 6
2021
Q4 		$14.9M Buy
268,858
+20,934
+8% +$1.18M 4% 6
2021
Q3 		$13.7M Buy
247,924
+35,418
+17% +$2.02M 3.53% 7
2021
Q2 		$12.2M Buy
212,506
+57,943
+37% +$3.33M 3.23% 8
2021
Q1 		$8.53M Sell
154,563
-65,558
-30% -$3.62M 2.51% 7
2020
Q4 		$11.7M Buy
220,121
+10,234
+5% +$508K 3.52% 7
2020
Q3 		$9.7M Buy
209,887
+18,279
+10% +$842K 2.75% 8
2020
Q2 		$8.28M Buy
191,608
+40,000
+26% +$1.63M 3.14% 10
2020
Q1 		$5.71M Sell
151,608
-8,529
-5% -$383K 2.12% 13
2019
Q4 		$7.87M Buy
160,137
+7,897
+5% +$377K 2.85% 12
2019
Q3 		$7.01M Buy
152,240
+11,142
+8% +$510K 3.1% 11
2019
Q2 		$6.6M Buy
141,098
+13,837
+11% +$643K 3.34% 9
2019
Q1 		$5.89M Buy
127,261
+88,272
+226% +$3.98M 2.45% 13
2018
Q4 		$1.64M Buy
+38,989
New +$1.72M 0.59% 27

Other funds holding ACWX

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Simon Quick Advisors's ACWX Position: Q3 2026 in Review

Simon Quick Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 1.8% in Q3 2026, selling an estimated $60.2K and leaving 43,847 shares worth $3.32M. The position accounts for 0.13% of the portfolio, ranked #109.

Simon Quick Advisors first reported a position in ACWX in Q4 2018 and has held it in 32 quarters since. The position peaked at $17.1M in Q1 2022. 362 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Simon Quick Advisors held 43,847 shares of iShares MSCI ACWI ex US ETF worth $3.32M as of Q3 2026.
  • Simon Quick Advisors sold 788 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $60.2K.
  • iShares MSCI ACWI ex US ETF made up 0.13% of Simon Quick Advisors's portfolio in Q3 2026, its #109 holding.
  • Simon Quick Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 32 quarters since.
  • Simon Quick Advisors's iShares MSCI ACWI ex US ETF position peaked at $17.1M in Q1 2022.
  • 362 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Simon Quick Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.