CMH Wealth Management LLC ACWX holdings history
ISHARES MSCI ACWI EX US ETF · CUSIP 464288240 · CIK 1657516
As of 2026-06-30, CMH Wealth Management LLC reported 200.22K ACWX (shares), valued at $15.24M, or 2.32% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 3.10%; reported value increased 14.61%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.32% | 200,223 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 2.28% | 194,199 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 2.75% | 191,129 | SEC filing ↗Filed Jan 13, 2026 |
| Q3 2025 | 2.66% | 191,664 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 2.72% | 191,772 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 3.25% | 233,807 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 2.76% | 231,043 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 3.07% | 227,989 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 2.97% | 226,933 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 3.08% | 226,891 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 2.95% | 238,124 | SEC filing ↗Filed Jan 19, 2024 |
| Q3 2023 | 3.17% | 241,485 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.17% | 241,485 | $11.35M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 2.95% | 238,124 | $12.15M | Shares decreased 1.39%; reported value increased 7.06%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 19, 2024 |
| Q1 2024 | 3.08% | 226,891 | $12.11M | Shares decreased 4.72%; reported value decreased 0.33%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 2.97% | 226,933 | $12.06M | Shares increased 0.02%; reported value decreased 0.47%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 3.07% | 227,989 | $13.05M | Shares increased 0.47%; reported value increased 8.20%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.76% | 231,043 | $12.05M | Shares increased 1.34%; reported value decreased 7.62%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.25% | 233,807 | $12.96M | Shares increased 1.20%; reported value increased 7.58%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 2.72% | 191,772 | $11.69M | Shares decreased 17.98%; reported value decreased 9.86%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 2.66% | 191,664 | $12.46M | Shares decreased 0.06%; reported value increased 6.62%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 2.75% | 191,129 | $12.83M | Shares decreased 0.28%; reported value increased 2.97%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2026 |
| Q1 2026 | 2.28% | 194,199 | $13.30M | Shares increased 1.61%; reported value increased 3.63%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 2.32% | 200,223 | $15.24M | Shares increased 3.10%; reported value increased 14.61%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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