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Chatterton & Associates’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Chatterton & Associates’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 		$4.55M Buy
60,334
+20,132
+50% +$1.5M 2.68% 11
2026
Q1 		$2.9M Buy
+40,202
New +$2.84M 2.03% 17

Other funds holding ACWX

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 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

Chatterton & Associates's ACWX Position: Q2 2026 in Review

Chatterton & Associates increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 50% in Q2 2026, buying an estimated $1.5M and bringing the position to 60,334 shares worth $4.55M. The position accounts for 2.68% of the portfolio, ranked #11.

Chatterton & Associates first reported a position in ACWX in Q1 2026 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Chatterton & Associates held 60,334 shares of iShares MSCI ACWI ex US ETF worth $4.55M as of Q2 2026.
  • Chatterton & Associates bought 20,132 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.5M.
  • iShares MSCI ACWI ex US ETF made up 2.68% of Chatterton & Associates's portfolio in Q2 2026, its #11 holding.
  • Chatterton & Associates first reported a position in iShares MSCI ACWI ex US ETF in Q1 2026 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.