Clare Market Investments’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Clare Market Investments’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	$976K	Hold	12,830	–	–	0.18%	77
2026 Q1	$878K	Buy	+12,830	New	+$905K	0.18%	76
2025 Q3	$685K	Buy	10,530 +4,800	+84%	+$300K	0.14%	91
2025 Q2	$349K	Buy	+5,730	New	+$331K	0.08%	113
2023 Q4	–	Sell	-4,350	Closed	-$204K	–	145
2023 Q3	$204K	Sell	4,350 -800	-16%	-$39.1K	0.08%	125
2023 Q2	$253K	Sell	5,150 -800	-13%	-$39.4K	0.09%	107
2023 Q1	$290K	Buy	+5,950	New	+$287K	0.12%	95

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

Clare Market Investments's ACWX Position: Q2 2026 in Review

Clare Market Investments held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 12,830 shares worth $976K. The position accounts for 0.18% of the portfolio, ranked #77.

Clare Market Investments first reported a position in ACWX in Q1 2023 and has held it in 7 quarters since. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Clare Market Investments held 12,830 shares of iShares MSCI ACWI ex US ETF worth $976K as of Q2 2026.
Clare Market Investments left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.18% of Clare Market Investments's portfolio in Q2 2026, its #77 holding.
Clare Market Investments first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 7 quarters since.
741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.