Smith Anglin Financial’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Smith Anglin Financial’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
2025 Q2	$1.38M	Buy	22,624 +182	+0.8%	+$10.5K	0.12%	66
2025 Q1	$1.24M	Buy	22,442 +5,385	+32%	+$296K	0.13%	66
2024 Q4	$890K	Buy	17,057 +248	+1%	+$13.6K	0.08%	85
2024 Q3	$962K	Sell	16,809 -4,692	-22%	-$256K	0.09%	79
2024 Q2	$1.14M	Buy	21,501 +50	+0.2%	+$2.67K	0.12%	66
2024 Q1	$1.15M	Sell	21,451 -218	-1%	-$11.2K	0.12%	67
2023 Q4	$1.11M	Sell	21,669 -4,287	-17%	-$206K	0.13%	66
2023 Q3	$1.22M	Buy	25,956 +1,635	+7%	+$80K	0.15%	61
2023 Q2	$1.2M	Sell	24,321 -1,837	-7%	-$90.5K	0.15%	64
2023 Q1	$1.28M	Buy	+26,158	New	+$1.26M	0.19%	55

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAB

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Smith Anglin Financial's ACWX Position: Q2 2025 in Review

Smith Anglin Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.81% in Q2 2025, buying an estimated $10.5K and bringing the position to 22,624 shares worth $1.38M. The position accounts for 0.12% of the portfolio, ranked #66.

Smith Anglin Financial first reported a position in ACWX in Q1 2023 and has held it in 10 quarters since. 534 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

Smith Anglin Financial held 22,624 shares of iShares MSCI ACWI ex US ETF worth $1.38M as of Q2 2025.
Smith Anglin Financial bought 182 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $10.5K.
iShares MSCI ACWI ex US ETF made up 0.12% of Smith Anglin Financial's portfolio in Q2 2025, its #66 holding.
Smith Anglin Financial first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 10 quarters since.
534 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.