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Vista Finance’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Vista Finance’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 		$914K Buy
12,005
+4,240
+55% +$315K 0.51% 17
2026
Q1 		$532K Buy
7,765
+4,265
+122% +$301K 0.42% 17
2025
Q4 		$235K Buy
+3,500
New +$232K 0.16% 46

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Vista Finance's ACWX Position: Q2 2026 in Review

Vista Finance increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 55% in Q2 2026, buying an estimated $315K and bringing the position to 12,005 shares worth $914K. The position accounts for 0.51% of the portfolio, ranked #17.

Vista Finance first reported a position in ACWX in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Vista Finance held 12,005 shares of iShares MSCI ACWI ex US ETF worth $914K as of Q2 2026.
  • Vista Finance bought 4,240 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $315K.
  • iShares MSCI ACWI ex US ETF made up 0.51% of Vista Finance's portfolio in Q2 2026, its #17 holding.
  • Vista Finance first reported a position in iShares MSCI ACWI ex US ETF in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.