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West Branch Capital’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

West Branch Capital’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 		$519K Hold
6,815
– – 0.12% 53
2026
Q1 		$467K Buy
6,815
+400
+6% +$28.2K 0.12% 58
2025
Q4 		$431K Sell
6,415
-170
-3% -$11.3K 0.11% 62
2025
Q3 		$428K Buy
6,585
+3,535
+116% +$221K 0.11% 61
2025
Q2 		$186K Hold
3,050
– – 0.06% 89
2025
Q1 		$169K Buy
3,050
+1,400
+85% +$76.9K 0.06% 90
2024
Q4 		$86.1K Hold
1,650
– – 0.03% 129
2024
Q3 		$94.4K Hold
1,650
– – 0.03% 124
2024
Q2 		$87.7K Hold
1,650
– – 0.03% 132
2024
Q1 		$88.1K Hold
1,650
– – 0.04% 134
2023
Q4 		$84.2K Hold
1,650
– – 0.04% 131
2023
Q3 		$77.6K Hold
1,650
– – 0.04% 131
2023
Q2 		$81.2K Buy
1,650
+500
+43% +$24.6K 0.04% 127
2023
Q1 		$56.1K Hold
1,150
– – 0.03% 156
2022
Q4 		$52.3K Hold
1,150
– – 0.03% 161
2022
Q3 		$46K Hold
1,150
– – 0.03% 170
2022
Q2 		$52K Hold
1,150
– – 0.03% 166
2022
Q1 		$60K Hold
1,150
– – 0.03% 172
2021
Q4 		$64K Hold
1,150
– – 0.03% 184
2021
Q3 		$64K Hold
1,150
– – 0.03% 171
2021
Q2 		$66K Buy
+1,150
New +$66K 0.03% 175

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

West Branch Capital's ACWX Position: Q2 2026 in Review

West Branch Capital held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 6,815 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #53.

West Branch Capital first reported a position in ACWX in Q2 2021 and has held it in 21 quarters since. 178 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • West Branch Capital held 6,815 shares of iShares MSCI ACWI ex US ETF worth $519K as of Q2 2026.
  • West Branch Capital left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.12% of West Branch Capital's portfolio in Q2 2026, its #53 holding.
  • West Branch Capital first reported a position in iShares MSCI ACWI ex US ETF in Q2 2021 and has held it in 21 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.