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

TLWM 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
2026 Q2	$71.7M	Buy	942,276 +2,177	+0.2%	+$162K	11.66%	3
2026 Q1	$64.4M	Buy	940,099 +163,383	+21%	+$11.5M	11.59%	3
2025 Q4	$52.1M	Sell	776,716 -38,154	-5%	-$2.53M	9.54%	3
2025 Q3	$53M	Buy	814,870 +2,748	+0.3%	+$172K	9.52%	3
2025 Q2	$49.5M	Sell	812,122 -10,701	-1%	-$618K	9.4%	3
2025 Q1	$45.6M	Sell	822,823 -723	-0.1%	-$39.7K	9.12%	3
2024 Q4	$43M	Buy	823,546 +8,443	+1%	+$462K	8.45%	3
2024 Q3	$46.6M	Buy	815,103 +5,478	+0.7%	+$298K	9.46%	3
2024 Q2	$43M	Buy	809,625 +7,386	+0.9%	+$394K	9.26%	3
2024 Q1	$42.8M	Sell	802,239 -10,866	-1%	-$558K	9.5%	3
2023 Q4	$41.5M	Buy	813,105 +25,720	+3%	+$1.24M	9.81%	3
2023 Q3	$37M	Buy	787,385 +88,082	+13%	+$4.31M	9.81%	3
2023 Q2	$34.4M	Buy	699,303 +40,024	+6%	+$1.97M	9.92%	3
2023 Q1	$32.2M	Buy	659,279 +240,881	+58%	+$11.6M	10.22%	3
2022 Q4	$19M	Buy	418,398 +29,553	+8%	+$1.3M	6.9%	4
2022 Q3	$21.2M	Sell	388,845 -66,593	-15%	-$2.96M	9.33%	4
2022 Q2	$20.5M	Buy	455,438 +3,910	+0.9%	+$189K	7.85%	4
2022 Q1	$23.6M	Buy	451,528 +205	+0%	+$10.9K	8.23%	3
2021 Q4	$25.1M	Buy	451,323 +4,279	+1%	+$241K	8.4%	3
2021 Q3	$24.8M	Sell	447,044 -2,687	-0.6%	-$153K	9.41%	3
2021 Q2	$25.9M	Sell	449,731 -2,478	-0.5%	-$142K	9.27%	3
2021 Q1	$25M	Sell	452,209 -17,011	-4%	-$940K	9.48%	3
2020 Q4	$24.9M	Sell	469,220 -2,483	-0.5%	-$123K	9.95%	3
2020 Q3	$21.3M	Buy	471,703 +27,883	+6%	+$1.28M	10.06%	3
2020 Q2	$19.2M	Buy	443,820 +12,378	+3%	+$506K	11.34%	3
2020 Q1	$16.3M	Sell	431,442 -1,159	-0.3%	-$52.1K	9.55%	3
2019 Q4	$21.3M	Buy	432,601 +3,331	+0.8%	+$159K	10.22%	3
2019 Q3	$19.8M	Sell	429,270 -1,779	-0.4%	-$81.4K	10.17%	3
2019 Q2	$20.2M	Buy	431,049 +7,689	+2%	+$357K	11.61%	3
2019 Q1	$19.6M	Buy	423,360 +3,391	+0.8%	+$153K	11%	4
2018 Q4	$18.3M	Sell	419,969 -56,204	-12%	-$2.48M	11.08%	3
2018 Q3	$22.7M	Buy	476,173 +11,053	+2%	+$525K	13.22%	3
2018 Q2	$22M	Buy	465,120 +15,146	+3%	+$750K	13.74%	3
2018 Q1	$22.4M	Buy	449,974 +37,654	+9%	+$1.92M	14.87%	3
2017 Q4	$20.6M	Buy	+412,320	New	+$20.3M	16%	3

Other funds holding ACWX

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

TLWM Financial's ACWX Position: Q2 2026 in Review

TLWM Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.23% in Q2 2026, buying an estimated $162K and bringing the position to 942,276 shares worth $71.7M. The position accounts for 11.66% of the portfolio, ranked #3.

TLWM Financial first reported a position in ACWX in Q4 2017 and has held it in 35 quarters since. 120 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

TLWM Financial held 942,276 shares of iShares MSCI ACWI ex US ETF worth $71.7M as of Q2 2026.
TLWM Financial bought 2,177 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $162K.
iShares MSCI ACWI ex US ETF made up 11.66% of TLWM Financial's portfolio in Q2 2026, its #3 holding.
TLWM Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2017 and has held it in 35 quarters since.
120 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.