Valeo Financial Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $435K | Sell |
5,711
-416
| -7% | -$31K | 0.01% | 491 |
|
|
2026
Q1 | $420K | Sell |
6,127
-1,913
| -24% | -$135K | 0.01% | 455 |
|
|
2025
Q4 | $540K | Buy |
8,040
+2,603
| +48% | +$172K | 0.01% | 446 |
|
|
2025
Q3 | $353K | Buy |
5,437
+605
| +13% | +$37.8K | 0.01% | 557 |
|
|
2025
Q2 | $294K | Sell |
4,832
-2,801
| -37% | -$162K | 0.01% | 583 |
|
|
2025
Q1 | $423K | Buy |
7,633
+107
| +1% | +$5.88K | 0.01% | 451 |
|
|
2024
Q4 | $393K | Buy |
7,526
+2,666
| +55% | +$146K | 0.01% | 466 |
|
|
2024
Q3 | $278K | Sell |
4,860
-242
| -5% | -$13.2K | 0.01% | 555 |
|
|
2024
Q2 | $271K | Sell |
5,102
-346
| -6% | -$18.5K | 0.01% | 532 |
|
|
2024
Q1 | $284K | Buy |
5,448
+136
| +3% | +$6.98K | 0.01% | 519 |
|
|
2023
Q4 | $271K | Buy |
+5,312
| New | +$256K | 0.01% | 519 |
|
|
2023
Q2 | – | Sell |
-5,570
| Closed | -$272K | – | 615 |
|
|
2023
Q1 | $272K | Buy |
+5,570
| New | +$268K | 0.01% | 471 |
|
|
2022
Q4 | – | Sell |
-7,253
| Closed | -$290K | – | 564 |
|
|
2022
Q3 | $290K | Hold |
7,253
| – | – | 0.02% | 356 |
|
|
2022
Q2 | $326K | Hold |
7,253
| – | – | 0.02% | 323 |
|
|
2022
Q1 | $379K | Sell |
7,253
-1,748
| -19% | -$93.1K | 0.02% | 389 |
|
|
2021
Q4 | $500K | Buy |
9,001
+16
| +0.2% | +$900 | 0.03% | 302 |
|
|
2021
Q3 | $498K | Buy |
8,985
+4,819
| +116% | +$275K | 0.03% | 304 |
|
|
2021
Q2 | $240K | Buy |
4,166
+707
| +20% | +$40.6K | 0.01% | 411 |
|
|
2021
Q1 | $191K | Buy |
3,459
+150
| +5% | +$8.29K | 0.01% | 448 |
|
|
2020
Q4 | $176K | Hold |
3,309
| – | – | 0.01% | 441 |
|
|
2020
Q3 | $152K | Sell |
3,309
-63
| -2% | -$2.9K | 0.01% | 377 |
|
|
2020
Q2 | $146K | Sell |
3,372
-824
| -20% | -$33.7K | 0.01% | 386 |
|
|
2020
Q1 | $162K | Sell |
4,196
-3,295
| -44% | -$148K | 0.02% | 330 |
|
|
2019
Q4 | $368K | Buy |
7,491
+872
| +13% | +$41.6K | 0.04% | 228 |
|
|
2019
Q3 | $305K | Sell |
6,619
-1,559
| -19% | -$71.4K | 0.03% | 225 |
|
|
2019
Q2 | $382K | Sell |
8,178
-749
| -8% | -$34.8K | 0.04% | 201 |
|
|
2019
Q1 | $413K | Buy |
8,927
+466
| +6% | +$21K | 0.05% | 187 |
|
|
2018
Q4 | $355K | Sell |
8,461
-374
| -4% | -$16.5K | 0.05% | 194 |
|
|
2018
Q3 | $388K | Sell |
8,835
-323
| -4% | -$15.4K | 0.05% | 190 |
|
|
2018
Q2 | $429K | Buy |
9,158
+285
| +3% | +$14.1K | 0.06% | 186 |
|
|
2018
Q1 | $441K | Buy |
8,873
+125
| +1% | +$6.36K | 0.07% | 165 |
|
|
2017
Q4 | $437K | Buy |
8,748
+75
| +0.9% | +$3.7K | 0.07% | 159 |
|
|
2017
Q3 | $419K | Buy |
+8,673
| New | +$409K | 0.09% | 143 |
|
Other funds holding ACWX
FWCM
KOC
Valeo Financial Advisors's ACWX Position: Q2 2026 in Review
Valeo Financial Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 6.8% in Q2 2026, selling an estimated $31K and leaving 5,711 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #491.
Valeo Financial Advisors first reported a position in ACWX in Q3 2017 and has held it in 33 quarters since. The position peaked at $540K in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.
- Valeo Financial Advisors held 5,711 shares of iShares MSCI ACWI ex US ETF worth $435K as of Q2 2026.
- Valeo Financial Advisors sold 416 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $31K.
- iShares MSCI ACWI ex US ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #491 holding.
- Valeo Financial Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's iShares MSCI ACWI ex US ETF position peaked at $540K in Q4 2025.
- 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.