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Waldron Private Wealth’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Waldron Private Wealth’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 		$383K Hold
5,031
– – 0.01% 264
2026
Q1 		$344K Buy
5,031
+61
+1% +$4.3K 0.01% 253
2025
Q4 		$334K Sell
4,970
-399
-7% -$26.4K 0.01% 254
2025
Q3 		$349K Sell
5,369
-200
-4% -$12.5K 0.01% 242
2025
Q2 		$339K Sell
5,569
-170
-3% -$9.82K 0.01% 237
2025
Q1 		$318K Sell
5,739
-35
-0.6% -$1.92K 0.02% 239
2024
Q4 		$301K Sell
5,774
-24
-0.4% -$1.31K 0.01% 333
2024
Q3 		$332K Buy
5,798
+424
+8% +$23.1K 0.01% 309
2024
Q2 		$286K Sell
5,374
-296
-5% -$15.8K 0.01% 324
2024
Q1 		$303K Buy
+5,670
New +$291K 0.01% 312
2023
Q2 		– Sell
-6,568
Closed -$320K – 379
2023
Q1 		$320K Sell
6,568
-1,395
-18% -$67.2K 0.02% 317
2022
Q4 		$318K Hold
7,963
– – 0.02% 296
2022
Q3 		$318K Buy
+7,963
New +$354K 0.02% 296
2022
Q2 		– Sell
-5,283
Closed -$276K – 384
2022
Q1 		$276K Buy
5,283
+572
+12% +$30.5K 0.01% 333
2021
Q4 		$262K Buy
4,711
+34
+0.7% +$1.91K 0.01% 330
2021
Q3 		$259K Buy
4,677
+367
+9% +$20.9K 0.02% 308
2021
Q2 		$247K Buy
4,310
+253
+6% +$14.5K 0.02% 300
2021
Q1 		$223K Buy
+4,057
New +$224K 0.02% 283
2020
Q1 		– Sell
-4,865
Closed -$238K – 242
2019
Q4 		$238K Buy
4,865
+505
+12% +$24.1K 0.02% 235
2019
Q3 		$200K Sell
4,360
-11,982
-73% -$548K 0.02% 244
2019
Q2 		$764K Sell
16,342
-181
-1% -$8.41K 0.08% 103
2019
Q1 		$764K Buy
16,523
+345
+2% +$15.5K 0.09% 108
2018
Q4 		$678K Sell
16,178
-370
-2% -$16.3K 0.1% 96
2018
Q3 		$789K Buy
16,548
+1,449
+10% +$68.9K 0.15% 69
2018
Q2 		$713K Buy
15,099
+1,295
+9% +$64.2K 0.15% 66
2018
Q1 		$685K Buy
13,804
+1,158
+9% +$58.9K 0.15% 65
2017
Q4 		$631K Buy
12,646
+171
+1% +$8.43K 0.15% 67
2017
Q3 		$603K Hold
12,475
– – 0.17% 62
2017
Q2 		$568K Hold
12,475
– – 0.18% 52
2017
Q1 		$544K Hold
12,475
– – 0.14% 97
2016
Q4 		$502K Hold
12,475
– – 0.17% 60
2016
Q3 		$517K Hold
12,475
– – 0.19% 55
2016
Q2 		$486K Sell
12,475
-2,700
-18% -$107K 0.18% 61
2016
Q1 		$599K Hold
15,175
– – 0.23% 54
2015
Q4 		$601K Sell
15,175
-35,350
-70% -$1.45M 0.22% 52
2015
Q3 		$1.97M Sell
50,525
-34,865
-41% -$1.47M 0.85% 16
2015
Q2 		$3.77M Hold
85,390
– – 1.49% 11
2015
Q1 		$3.82M Sell
85,390
-3,444
-4% -$151K 1.55% 11
2014
Q4 		$3.82M Buy
88,834
+39,320
+79% +$1.74M 1.59% 11
2014
Q3 		$2.25M Hold
49,514
– – 1.07% 16
2014
Q2 		$2.38M Sell
49,514
-4,190
-8% -$200K 1.1% 14
2014
Q1 		$2.5M Buy
53,704
+90
+0.2% +$4.09K 1.22% 13
2013
Q4 		$2.5M Buy
+53,614
New +$2.46M 1.14% 13

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 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

Waldron Private Wealth's ACWX Position: Q2 2026 in Review

Waldron Private Wealth held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 5,031 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #264.

Waldron Private Wealth first reported a position in ACWX in Q4 2013 and has held it in 43 quarters since. The position peaked at $3.82M in Q4 2014. 332 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Waldron Private Wealth held 5,031 shares of iShares MSCI ACWI ex US ETF worth $383K as of Q2 2026.
  • Waldron Private Wealth left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #264 holding.
  • Waldron Private Wealth first reported a position in iShares MSCI ACWI ex US ETF in Q4 2013 and has held it in 43 quarters since.
  • Waldron Private Wealth's iShares MSCI ACWI ex US ETF position peaked at $3.82M in Q4 2014.
  • 332 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.