Filing Research | iShares MSCI ACWI ex-US Index Institutional Holdings

Snapshot holdings

50 / 212 loaded

#		Instrument	quantity
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	5.5MSH	$418.3M
2	Winthrop Advisory Group LLC	Shares	1.4MSH	$105.2M
3	Abundance Wealth Counselors	Shares	1.0MSH	$78.7M
4	TOMPKINS FINANCIAL CORP	Shares	982.9KSH	$74.8M
5	TLWM	Shares	942.3KSH	$71.7M
6	Physician Wealth Advisors, Inc.	Shares	578.5KSH	$44.0M
7	Premier Path Wealth Partners, LLC	Shares	462.8KSH	$35.2M
8	Sequoia Financial Advisors, LLC	Shares	383.3KSH	$29.2M
9	Merit Financial Group, LLC	Shares	301.4KSH	$22.9M
10	Madrona Financial Services, LLC	Shares	294.3KSH	$22.4M
11	Horst & Graben Wealth Management LLC	Shares	287.9KSH	$21.6M
12	Legacy Private Trust Co.	Shares	226.3KSH	$17.2M
13	Arcadia Wealth Management, LLC	Shares	214.1KSH	$16.3M
14	Spire Wealth Management	Shares	212.8KSH	$16.2M
15	CMH Wealth Management LLC	Shares	200.2KSH	$15.2M
16	FFG Partners, LLC	Shares	184.0KSH	$14.0M
17	CFS Investment Advisory Services, LLC	Shares	181.2KSH	$13.6M
18	CUMBERLAND ADVISORS INC	Shares	165.2KSH	$12.6M
19	Trust Co	Shares	159.4KSH	$12.1M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	157.3KSH	$11.9M
21	Mirae Asset Global Investments Co., Ltd.	Shares	145.7KSH	$11.1M
22	Mayflower Financial Advisors, LLC	Shares	143.2KSH	$10.9M
23	Hopwood Financial Services, Inc.	Shares	138.9KSH	$10.6M
24	Envestnet Portfolio Solutions, Inc.	Shares	126.8KSH	$9.7M
25	Goelzer Investment Management, Inc.	Shares	124.8KSH	$9.5M
26	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	123.8KSH	$9.4M
27	JOHNSON INVESTMENT COUNSEL INC	Shares	123.6KSH	$9.4M
28	Procyon Advisors, LLC	Shares	107.5KSH	$8.2M
29	EASTERN BANK	Shares	106.7KSH	$8.1M
30	Clarendon Private LLC	Shares	105.9KSH	$8.1M
31	SAGE FINANCIAL GROUP INC	Shares	102.4KSH	$7.8M
32	Apella Capital, LLC	Shares	102.1KSH	$7.7M
33	Blue Trust, Inc.	Shares	91.1KSH	$6.9M
34	FACTORY MUTUAL INSURANCE CO	Shares	90.0KSH	$6.8M
35	MILESTONE ASSET MANAGEMENT, LLC	Shares	81.6KSH	$6.2M
36	LIFELONG WEALTH ADVISORS, INC.	Shares	80.3KSH	$6.1M
37	Ballentine Partners, LLC	Shares	76.1KSH	$5.8M
38	Presidio Capital Management, LLC	Shares	74.9KSH	$5.7M
39	Sharkey, Howes & Javer	Shares	74.4KSH	$5.7M
40	EPIQ PARTNERS, LLC	Shares	73.9KSH	$5.6M
41	SIGNATUREFD, LLC	Shares	73.4KSH	$5.6M
42	Rathbones Group PLC	Shares	72.9KSH	$5.5M
43	Asempa Wealth Advisors	Shares	72.6KSH	$5.5M
44	MISSION WEALTH MANAGEMENT, LP	Shares	70.3KSH	$5.4M
45	Farther Finance Advisors, LLC	Shares	68.3KSH	$5.2M
46	NDWM LLC	Shares	63.0KSH	$4.8M
47	PFG Advisors	Shares	61.7KSH	$4.7M
48	Chatterton & Associates Inc.	Shares	60.3KSH	$4.6M
49	MEITAV INVESTMENT HOUSE LTD	Shares	57.5KSH	$4.4M
50	VERITY Wealth Advisors	Shares	56.5KSH	$4.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 223 loaded

#		Instrument
1	Abundance Wealth Counselors added	Shares	+521.3K	+$43.6M	$78.7M
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed	Shares	-4.9K	+$41.7M	$418.3M
3	TOMPKINS FINANCIAL CORP added	Shares	+234.0K	+$23.5M	$74.8M
4	Winthrop Advisory Group LLC added	Shares	+111.7K	+$18.2M	$105.2M
5	Physician Wealth Advisors, Inc. added	Shares	+86.6K	+$10.4M	$44.0M
6	TLWM added	Shares	+2.2K	+$7.3M	$71.7M
7	LIFELONG WEALTH ADVISORS, INC. new	Shares	+80.3K	+$6.1M	$6.1M
8	Sequoia Financial Advisors, LLC added	Shares	+36.9K	+$5.5M	$29.2M
9	Premier Path Wealth Partners, LLC added	Shares	+22.9K	+$5.1M	$35.2M
10	Horst & Graben Wealth Management LLC added	Shares	+58.5K	+$4.8M	$21.6M
11	MEITAV INVESTMENT HOUSE LTD new	Shares	+57.5K	+$4.4M	$4.4M
12	PFG Advisors added	Shares	+56.6K	+$4.3M	$4.7M
13	EASTERN BANK added	Shares	+47.4K	+$4.1M	$8.1M
14	Arcadia Wealth Management, LLC added	Shares	+32.3K	+$3.8M	$16.3M
15	FFG RETIREMENT ADVISORS LLC new	Shares	+48.4K	+$3.7M	$3.7M
16	Madrona Financial Services, LLC added	Shares	+12.6K	+$3.1M	$22.4M
17	Mayflower Financial Advisors, LLC added	Shares	+26.0K	+$2.9M	$10.9M
18	Security National Bank added	Shares	+35.6K	+$2.8M	$3.6M
19	Focus Financial Network, Inc. added	Shares	+34.3K	+$2.7M	$3.2M
20	Balefire, LLC new	Shares	+35.0K	+$2.7M	$2.7M
21	Sharkey, Howes & Javer added	Shares	+28.7K	+$2.5M	$5.7M
22	Farther Finance Advisors, LLC added	Shares	+29.3K	+$2.5M	$5.2M
23	EPIQ PARTNERS, LLC added	Shares	+27.6K	+$2.5M	$5.6M
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.9K	+$2.4M	$11.9M
25	CFS Investment Advisory Services, LLC added	Shares	+29.9K	+$2.4M	$13.6M
26	Hopwood Financial Services, Inc. added	Shares	+15.4K	+$2.1M	$10.6M
27	MILESTONE ASSET MANAGEMENT, LLC added	Shares	+21.3K	+$2.1M	$6.2M
28	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+15.5K	+$2.0M	$9.4M
29	CMH Wealth Management LLC added	Shares	+6.0K	+$1.9M	$15.2M
30	Strategic Blueprint, LLC added	Shares	+21.2K	+$1.8M	$3.7M
31	Procyon Advisors, LLC added	Shares	+13.8K	+$1.8M	$8.2M
32	Presidio Capital Management, LLC added	Shares	+16.5K	+$1.7M	$5.7M
33	Tempus Wealth Planning, LLC added	Shares	+20.3K	+$1.7M	$2.7M
34	Chatterton & Associates Inc. added	Shares	+20.1K	+$1.7M	$4.6M
35	FFG Partners, LLC added	Shares	+1.3K	+$1.5M	$14.0M
36	Legacy Private Trust Co. trimmed	Shares	-4.9K	+$1.4M	$17.2M
37	Cassilly Financial Group LLC new	Shares	+17.8K	+$1.4M	$1.4M
38	Merit Financial Group, LLC trimmed	Shares	-15.5K	+$1.2M	$22.9M
39	Clarendon Private LLC added	Shares	+6.2K	+$1.2M	$8.1M
40	XY Planning Network, Inc. added	Shares	+14.1K	+$1.2M	$2.9M
41	CUMBERLAND ADVISORS INC trimmed	Shares	-670	+$1.2M	$12.6M
42	NWAM LLC added	Shares	+13.0K	+$1.2M	$2.8M
43	Spire Wealth Management trimmed	Shares	-6.9K	+$1.2M	$16.2M
44	Curated Wealth Partners LLC new	Shares	+31.2K	+$1.0M	$1.0M
45	SAGE FINANCIAL GROUP INC added	Shares	+3.7K	+$1.0M	$7.8M
46	Trust Co trimmed	Shares	-4.2K	+$929.7K	$12.1M
47	Asempa Wealth Advisors added	Shares	+4.5K	+$799.5K	$5.5M
48	Goelzer Investment Management, Inc. trimmed	Shares	-2.4K	+$787.6K	$9.5M
49	FIFTH THIRD SECURITIES, INC. added	Shares	+9.2K	+$737.7K	$1.1M
50	MISSION WEALTH MANAGEMENT, LP added	Shares	+2.5K	+$709.1K	$5.4M

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