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Claro Advisors’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Claro Advisors’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 		$353K Sell
4,636
-26
-0.6% -$1.94K 0.04% 359
2026
Q1 		$319K Sell
4,662
-306
-6% -$21.6K 0.04% 353
2025
Q4 		$333K Buy
4,968
+10
+0.2% +$663 0.05% 312
2025
Q3 		$322K Hold
4,958
– – 0.05% 301
2025
Q2 		$302K Sell
4,958
-3,503
-41% -$202K 0.05% 291
2025
Q1 		$469K Sell
8,461
-1,244
-13% -$68.3K 0.06% 282
2024
Q4 		$506K Sell
9,705
-2,575
-21% -$141K 0.07% 247
2024
Q3 		$703K Sell
12,280
-1,280
-9% -$69.7K 0.09% 215
2024
Q2 		$720K Sell
13,560
-6,455
-32% -$344K 0.11% 184
2024
Q1 		$1.07M Sell
20,015
-7,164
-26% -$368K 0.19% 121
2023
Q4 		$1.39M Buy
27,179
+7,877
+41% +$379K 0.3% 67
2023
Q3 		$907K Buy
19,302
+1,573
+9% +$77K 0.23% 100
2023
Q2 		$873K Buy
17,729
+2,106
+13% +$104K 0.22% 111
2023
Q1 		$762K Buy
15,623
+1,654
+12% +$79.7K 0.22% 109
2022
Q4 		$636K Sell
13,969
-26
-0.2% -$1.14K 0.21% 117
2022
Q3 		$630K Hold
13,995
– – 0.25% 102
2022
Q2 		$630K Sell
13,995
-6,624
-32% -$321K 0.25% 102
2022
Q1 		$1.15M Hold
20,619
– – 0.41% 56
2021
Q4 		$1.15M Buy
20,619
+6,372
+45% +$358K 0.41% 56
2021
Q3 		$789K Sell
14,247
-257
-2% -$14.6K 0.33% 79
2021
Q2 		$834K Sell
14,504
-1,238
-8% -$71.1K 0.38% 65
2021
Q1 		$869K Buy
15,742
+1,899
+14% +$105K 0.44% 58
2020
Q4 		$734K Sell
13,843
-416
-3% -$20.6K 0.39% 71
2020
Q3 		$656K Sell
14,259
-666
-4% -$30.7K 0.42% 69
2020
Q2 		$645K Buy
14,925
+2,746
+23% +$112K 0.44% 63
2020
Q1 		$459K Sell
12,179
-3,613
-23% -$162K 0.43% 70
2019
Q4 		$776K Buy
15,792
+1,557
+11% +$74.2K 0.6% 44
2019
Q3 		$656K Buy
14,235
+6,392
+81% +$293K 0.58% 50
2019
Q2 		$367K Buy
+7,843
New +$364K 0.34% 94
2019
Q1 		– Sell
-376
Closed -$18K – 157
2018
Q4 		$18K Buy
+376
New +$16.6K 0.01% 559

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

Claro Advisors's ACWX Position: Q2 2026 in Review

Claro Advisors reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.56% in Q2 2026, selling an estimated $1.94K and leaving 4,636 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #359.

Claro Advisors first reported a position in ACWX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.39M in Q4 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Claro Advisors held 4,636 shares of iShares MSCI ACWI ex US ETF worth $353K as of Q2 2026.
  • Claro Advisors sold 26 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $1.94K.
  • iShares MSCI ACWI ex US ETF made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #359 holding.
  • Claro Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's iShares MSCI ACWI ex US ETF position peaked at $1.39M in Q4 2023.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.