Chesapeake Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Chesapeake Asset Management’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	$750K	Buy	13,707 +2,772	+25%	+$206K	0.57%	44
2026 Q1	$749K	Hold	10,935	–	–	0.59%	46
2025 Q4	$734K	Hold	10,935	–	–	0.61%	39
2025 Q3	$711K	Buy	10,935 +263	+2%	+$16.4K	0.63%	38
2025 Q2	$650K	Sell	10,672 -1,549	-13%	-$89.4K	0.59%	43
2025 Q1	$678K	Hold	12,221	–	–	0.64%	43
2024 Q4	$637K	Hold	12,221	–	–	0.59%	42
2024 Q3	$699K	Hold	12,221	–	–	0.61%	40
2024 Q2	$649K	Sell	12,221 -920	-7%	-$49.1K	0.62%	34
2024 Q1	$702K	Hold	13,141	–	–	0.69%	31
2023 Q4	$671K	Hold	13,141	–	–	0.6%	47
2023 Q3	$618K	Hold	13,141	–	–	0.6%	48
2023 Q2	$647K	Hold	13,141	–	–	0.58%	48
2023 Q1	$641K	Buy	+13,141	New	+$633K	0.59%	47

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chesapeake Asset Management's ACWX Position: Q2 2026 in Review

Chesapeake Asset Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 25% in Q2 2026, buying an estimated $206K and bringing the position to 13,707 shares worth $750K. The position accounts for 0.57% of the portfolio, ranked #44.

Chesapeake Asset Management first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Chesapeake Asset Management held 13,707 shares of iShares MSCI ACWI ex US ETF worth $750K as of Q2 2026.
Chesapeake Asset Management bought 2,772 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $206K.
iShares MSCI ACWI ex US ETF made up 0.57% of Chesapeake Asset Management's portfolio in Q2 2026, its #44 holding.
Chesapeake Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.