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SlateStone Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

SlateStone Wealth’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 		$752K Buy
9,881
+280
+3% +$20.8K 0.06% 199
2026
Q1 		$657K Buy
9,601
+1,736
+22% +$122K 0.05% 198
2025
Q4 		$528K Buy
7,865
+22
+0.3% +$1.46K 0.04% 210
2025
Q3 		$510K Buy
7,843
+70
+0.9% +$4.38K 0.04% 210
2025
Q2 		$474K Hold
7,773
– – 0.04% 214
2025
Q1 		$431K Buy
7,773
+100
+1% +$5.49K 0.04% 214
2024
Q4 		$400K Hold
7,673
– – 0.04% 221
2024
Q3 		$439K Hold
7,673
– – 0.04% 217
2024
Q2 		$408K Buy
7,673
+2,018
+36% +$108K 0.04% 220
2024
Q1 		$302K Sell
5,655
-71
-1% -$3.64K 0.03% 234
2023
Q4 		$292K Buy
+5,726
New +$276K 0.04% 201
2020
Q1 		– Sell
-19,068
Closed -$937K – 173
2019
Q4 		$937K Sell
19,068
-6,955
-27% -$332K 0.21% 96
2019
Q3 		$1.2M Sell
26,023
-2,472
-9% -$113K 0.35% 71
2019
Q2 		$1.33M Sell
28,495
-8,280
-23% -$385K 0.38% 67
2019
Q1 		$1.7M Buy
+36,775
New +$1.66M 0.52% 49

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

SlateStone Wealth's ACWX Position: Q2 2026 in Review

SlateStone Wealth increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.9% in Q2 2026, buying an estimated $20.8K and bringing the position to 9,881 shares worth $752K. The position accounts for 0.06% of the portfolio, ranked #199.

SlateStone Wealth first reported a position in ACWX in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.7M in Q1 2019. 178 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • SlateStone Wealth held 9,881 shares of iShares MSCI ACWI ex US ETF worth $752K as of Q2 2026.
  • SlateStone Wealth bought 280 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $20.8K.
  • iShares MSCI ACWI ex US ETF made up 0.06% of SlateStone Wealth's portfolio in Q2 2026, its #199 holding.
  • SlateStone Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 15 quarters since.
  • SlateStone Wealth's iShares MSCI ACWI ex US ETF position peaked at $1.7M in Q1 2019.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.