C M BIDWELL & ASSOCIATES LTD ACWX — iShares MSCI ACWI ex US ETF

Ownership history in C M BIDWELL & ASSOCIATES LTD  ·  19 quarters on record

AI Ownership Summary

C M BIDWELL & ASSOCIATES LTD reported iShares MSCI ACWI ex US ETF (ACWX) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2023 Q4. The latest visible filing shows ACWX at 2.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ACWX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was C M BIDWELL & ASSOCIATES LTD's position in iShares MSCI ACWI ex US ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ACWX was reported at 2.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ACWX stock page C M BIDWELL & ASSOCIATES LTD fund profile C M BIDWELL & ASSOCIATES LTD full holdings
How C M BIDWELL & ASSOCIATES LTD held ACWX — position size vs. price
% of Fund (quarterly)    ACWX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 71,192 +1,070 +1.5% 2.26% $4.8M 2026-02-14 (Est.) $73.25
2025 Q3 UNCHANGED — — — 70,122 — 0% 2.19% $4.6M 2025-11-13 $65.61
2025 Q2 ADDED — — — 70,122 +945 +1.4% 2.22% $4.3M 2025-08-14 $61.66
2025 Q1 UNCHANGED — — — 69,177 — 0% 2.31% $3.8M 2025-05-15 $57.20
2024 Q4 ADDED — — — 69,177 +975 +1.4% 2.19% $3.6M 2025-02-12 $53.55
2024 Q3 UNCHANGED — — — 68,202 — 0% 2.39% $3.9M 2024-11-13 $51.18
2024 Q2 ADDED — — — 68,202 +960 +1.4% 2.43% $3.6M 2024-08-13 $51.14
2024 Q1 UNCHANGED — — — 67,242 — 0% 2.44% $3.6M 2024-05-14 $51.38
2023 Q4 ADDED — — — 67,242 +900 +1.4% 2.54% $3.4M 2024-02-14 $47.73
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ACWX

As of 2026 Q1 — sorted by position size

WHI TRUST Co LLC 28.36% TLWM 3Y 7Y 11.59% Financial Council, LLC 3Y 10.23% Winthrop Advisory Group LLC 3Y 7Y 7.11% FSA WEALTH PARTNERS, INC. 3Y 7Y 6.43% Cassia Capital Partners, LLC 3Y 5.86% Abundance Wealth Counselors 3Y 7Y 5.03% FFG Partners, LLC 4.95% Atwater Malick LLC 3Y 7Y 4.89% Physician Wealth Advisors, Inc. 3Y 4.69%

FAQ About C M BIDWELL & ASSOCIATES LTD and ACWX

These are the practical questions this page is built to answer before you even open the full history table.

How long has C M BIDWELL & ASSOCIATES LTD reported owning ACWX?

C M BIDWELL & ASSOCIATES LTD reported ACWX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ACWX position in C M BIDWELL & ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for ACWX was 2.54% in 2023 Q4.

What is the latest reported ACWX position on this page?

The most recent filing on this page is 2025 Q4, when C M BIDWELL & ASSOCIATES LTD reported 71,192 shares, equal to 2.26% of portfolio, with an estimated market value of $4.8M.

What does the chart on this ACWX ownership page compare?

The chart compares C M BIDWELL & ASSOCIATES LTD's quarterly ACWX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did C M BIDWELL & ASSOCIATES LTD time their ACWX position?

Based on 13F filing dates vs. subsequent ACWX price moves, C M BIDWELL & ASSOCIATES LTD correctly timed 8 out of 11 reported position changes (73%). The annualised alpha on ACWX relative to SPY over the holding period was -2.5%.

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