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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		– Sell
-149
Closed -$8.26K – 243
2025
Q1 		$8.26K Buy
149
+25
+20% +$1.37K ﹤0.01% 624
2024
Q4 		$6.47K Buy
+124
New +$6.78K ﹤0.01% 650

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.16B AUM 25.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ACWX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q2 2025, closing a stake of 149 shares — an estimated $8.26K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ACWX in Q4 2024 and held it in 2 quarters. The position peaked at $8.26K in Q1 2025. 532 funds tracked by Wall St. Rank hold ACWX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares MSCI ACWI ex US ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 149 iShares MSCI ACWI ex US ETF shares in Q2 2025, an estimated $8.26K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI ACWI ex US ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI ACWI ex US ETF position peaked at $8.26K in Q1 2025.
  • 532 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.