Chevy Chase Trust
ACWX icon

Chevy Chase Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Chevy Chase Trust’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 		$4.72M Hold
62,015
– – 0.01% 519
2026
Q1 		$4.25M Buy
62,015
+7,525
+14% +$531K 0.01% 515
2025
Q4 		$3.66M Sell
54,490
-497
-0.9% -$32.9K 0.01% 544
2025
Q3 		$3.57M Hold
54,987
– – 0.01% 539
2025
Q2 		$3.35M Sell
54,987
-928
-2% -$53.6K 0.01% 543
2025
Q1 		$3.1M Sell
55,915
-485
-0.9% -$26.6K 0.01% 549
2024
Q4 		$2.94M Hold
56,400
– – 0.01% 553
2024
Q3 		$3.23M Buy
+56,400
New +$3.07M 0.01% 541
2020
Q4 		– Sell
-61,774
Closed -$2.84M – 652
2020
Q3 		$2.84M Hold
61,774
– – 0.01% 520
2020
Q2 		$2.67M Buy
+61,774
New +$2.52M 0.01% 522
2017
Q4 		– Sell
-10,000
Closed -$484K – 682
2017
Q3 		$484K Buy
+10,000
New +$472K ﹤0.01% 593

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Chevy Chase Trust's ACWX Position: Q2 2026 in Review

Chevy Chase Trust held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 62,015 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #519.

Chevy Chase Trust first reported a position in ACWX in Q3 2017 and has held it in 11 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Chevy Chase Trust held 62,015 shares of iShares MSCI ACWI ex US ETF worth $4.72M as of Q2 2026.
  • Chevy Chase Trust left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #519 holding.
  • Chevy Chase Trust first reported a position in iShares MSCI ACWI ex US ETF in Q3 2017 and has held it in 11 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.