VWA
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VERITY Wealth Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

VERITY Wealth Advisors’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 		$4.3M Buy
56,508
+165
+0.3% +$12.3K 2.6% 6
2026
Q1 		$3.86M Hold
56,343
– – 2.58% 6
2025
Q4 		$3.78M Buy
56,343
+232
+0.4% +$15.4K 2.35% 6
2025
Q3 		$3.65M Hold
56,111
– – 2.3% 7
2025
Q2 		$3.42M Buy
56,111
+208
+0.4% +$12K 2.3% 7
2025
Q1 		$3.1M Hold
55,903
– – 2.3% 7
2024
Q4 		$2.92M Buy
55,903
+210
+0.4% +$11.5K 2.1% 8
2024
Q3 		$3.19M Hold
55,693
– – 2.24% 7
2024
Q2 		$2.96M Sell
55,693
-1,331
-2% -$71K 2.22% 7
2024
Q1 		$3.04M Hold
57,024
– – 2.34% 7
2023
Q4 		$2.91M Buy
57,024
+88
+0.2% +$4.24K 2.5% 7
2023
Q3 		$2.68M Hold
56,936
– – 2.52% 7
2023
Q2 		$2.8M Buy
56,936
+240
+0.4% +$11.8K 2.52% 7
2023
Q1 		$2.77M Hold
56,696
– – 2.56% 6
2022
Q4 		$2.58M Sell
56,696
-128
-0.2% -$5.61K 2.53% 7
2022
Q3 		$2.27M Hold
56,824
– – 2.33% 7
2022
Q2 		$2.56M Buy
56,824
+275
+0.5% +$13.3K 2.48% 7
2022
Q1 		$2.96M Buy
56,549
+23
+0% +$1.23K 2.61% 7
2021
Q4 		$3.14M Buy
56,526
+218
+0.4% +$12.3K 2.61% 8
2021
Q3 		$3.12M Hold
56,308
– – 2.79% 7
2021
Q2 		$3.24M Sell
56,308
-33,085
-37% -$1.9M 2.94% 7
2021
Q1 		$4.93M Sell
89,393
-1,383
-2% -$76.4K 4.37% 5
2020
Q4 		$4.82M Buy
90,776
+134
+0.1% +$6.65K 4.38% 5
2020
Q3 		$4.17M Hold
90,642
– – 4.26% 5
2020
Q2 		$3.92M Buy
90,642
+161
+0.2% +$6.58K 4.19% 5
2020
Q1 		$3.41M Sell
90,481
-1,994
-2% -$89.6K 4.63% 4
2019
Q4 		$4.54M Sell
92,475
-21
-0% -$1K 4.37% 8
2019
Q3 		$4.26M Buy
92,496
+13,260
+17% +$607K 4.19% 8
2019
Q2 		$3.71M Buy
79,236
+8
+0% +$372 3.64% 9
2019
Q1 		$3.67M Buy
79,228
+26
+0% +$1.17K 3.75% 8
2018
Q4 		$3.32M Buy
+79,202
New +$3.49M 3.82% 8

Other funds holding ACWX

WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

VERITY Wealth Advisors's ACWX Position: Q2 2026 in Review

VERITY Wealth Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.29% in Q2 2026, buying an estimated $12.3K and bringing the position to 56,508 shares worth $4.3M. The position accounts for 2.6% of the portfolio, ranked #6.

VERITY Wealth Advisors first reported a position in ACWX in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.93M in Q1 2021. 178 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • VERITY Wealth Advisors held 56,508 shares of iShares MSCI ACWI ex US ETF worth $4.3M as of Q2 2026.
  • VERITY Wealth Advisors bought 165 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $12.3K.
  • iShares MSCI ACWI ex US ETF made up 2.6% of VERITY Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • VERITY Wealth Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 31 quarters since.
  • VERITY Wealth Advisors's iShares MSCI ACWI ex US ETF position peaked at $4.93M in Q1 2021.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.