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

Tompkins 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
Q3 		$78.4M Buy
1,036,823
+53,932
+5% +$4.12M 5.52% 4
2026
Q2 		$74.8M Buy
982,891
+233,993
+31% +$17.4M 5.24% 4
2026
Q1 		$51.3M Buy
748,898
+285,297
+62% +$20.1M 4.08% 4
2025
Q4 		$31.1M Buy
+463,601
New +$30.7M 2.42% 10

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Tompkins Financial's ACWX Position: Q3 2026 in Review

Tompkins Financial increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 5.5% in Q3 2026, buying an estimated $4.12M and bringing the position to 1,036,823 shares worth $78.4M. The position accounts for 5.52% of the portfolio, ranked #4.

Tompkins Financial first reported a position in ACWX in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

  • Tompkins Financial held 1,036,823 shares of iShares MSCI ACWI ex US ETF worth $78.4M as of Q3 2026.
  • Tompkins Financial bought 53,932 iShares MSCI ACWI ex US ETF shares in Q3 2026, an estimated $4.12M.
  • iShares MSCI ACWI ex US ETF made up 5.52% of Tompkins Financial's portfolio in Q3 2026, its #4 holding.
  • Tompkins Financial first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.