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

Clearstead 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 		$21.7M Buy
285,463
+89,218
+45% +$6.64M 0.21% 102
2026
Q1 		$13.4M Buy
196,245
+117,705
+150% +$8.3M 0.12% 141
2025
Q4 		$5.27M Buy
78,540
+17,810
+29% +$1.18M 0.07% 199
2025
Q3 		$3.95M Buy
60,730
+8,235
+16% +$515K 0.05% 220
2025
Q2 		$3.2M Buy
52,495
+754
+1% +$43.5K 0.04% 249
2025
Q1 		$2.87M Sell
51,741
-969
-2% -$53.2K 0.04% 252
2024
Q4 		$2.75M Sell
52,710
-27,940
-35% -$1.53M 0.04% 248
2024
Q3 		$4.61M Buy
80,650
+34,860
+76% +$1.9M 0.07% 195
2024
Q2 		$2.43M Buy
45,790
+20,875
+84% +$1.11M 0.04% 252
2024
Q1 		$1.35M Buy
24,915
+25
+0.1% +$1.28K 0.07% 193
2023
Q4 		$1.27M Sell
24,890
-24,890
-50% -$1.2M 0.07% 196
2023
Q3 		$2.34M Buy
49,780
+24,890
+100% +$1.22M 0.07% 191
2023
Q2 		$1.23M Hold
24,890
– – 0.07% 183
2023
Q1 		$1.21M Hold
24,890
– – 0.09% 164
2022
Q4 		$1.13M Sell
24,890
-10,332
-29% -$453K 0.09% 165
2022
Q3 		$1.41M Buy
35,222
+7,647
+28% +$340K 0.13% 137
2022
Q2 		$1.24M Buy
27,575
+60
+0.2% +$2.9K 0.1% 155
2022
Q1 		$1.44M Hold
27,515
– – 0.1% 152
2021
Q4 		$1.53M Hold
27,515
– – 0.1% 148
2021
Q3 		$1.52M Hold
27,515
– – 0.11% 139
2021
Q2 		$1.58M Sell
27,515
-2,275
-8% -$131K 0.12% 129
2021
Q1 		$1.64M Sell
29,790
-18,300
-38% -$1.01M 0.14% 122
2020
Q4 		$2.55M Buy
48,090
+24,750
+106% +$1.23M 0.23% 85
2020
Q3 		$1.07M Hold
23,340
– – 0.12% 131
2020
Q2 		$1.01M Hold
23,340
– – 0.12% 134
2020
Q1 		$879K Hold
23,340
– – 0.13% 124
2019
Q4 		$1.15M Sell
23,340
-19,900
-46% -$949K 0.14% 117
2019
Q3 		$1.99M Hold
43,240
– – 0.27% 78
2019
Q2 		$2.02M Buy
43,240
+53
+0.1% +$2.46K 0.27% 77
2019
Q1 		$2M Hold
43,187
– – 0.28% 70
2018
Q4 		$1.81M Buy
+43,187
New +$1.9M 0.28% 72

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

Clearstead Advisors's ACWX Position: Q2 2026 in Review

Clearstead Advisors increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 45% in Q2 2026, buying an estimated $6.64M and bringing the position to 285,463 shares worth $21.7M. The position accounts for 0.21% of the portfolio, ranked #102.

Clearstead Advisors first reported a position in ACWX in Q4 2018 and has held it in 31 quarters since. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Clearstead Advisors held 285,463 shares of iShares MSCI ACWI ex US ETF worth $21.7M as of Q2 2026.
  • Clearstead Advisors bought 89,218 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $6.64M.
  • iShares MSCI ACWI ex US ETF made up 0.21% of Clearstead Advisors's portfolio in Q2 2026, its #102 holding.
  • Clearstead Advisors first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 31 quarters since.
  • 742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.