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

Trinity Wealth Management’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	$431K	Buy	+5,699	New	+$435K	0.14%	61

Other funds holding ACWX

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Trinity Wealth Management's ACWX Position: Q3 2026 in Review

Trinity Wealth Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q3 2026: 5,699 shares worth $431K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

160 funds tracked by Wall St. Rank hold ACWX as of Q3 2026.

Trinity Wealth Management held 5,699 shares of iShares MSCI ACWI ex US ETF worth $431K as of Q3 2026.
iShares MSCI ACWI ex US ETF was a new Trinity Wealth Management position in Q3 2026.
iShares MSCI ACWI ex US ETF made up 0.14% of Trinity Wealth Management's portfolio in Q3 2026, its #61 holding.
160 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.