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

Clearstead 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 		$71.2K Hold
935
– – 0.01% 284
2026
Q1 		$64K Hold
935
– – 0.01% 287
2025
Q4 		$62.8K Hold
935
– – 0.01% 303
2025
Q3 		$60.8K Hold
935
– – 0.01% 295
2025
Q2 		$57K Buy
+935
New +$54K 0.01% 300
2019
Q1 		– Sell
-2,500
Closed -$105K – 198
2018
Q4 		$105K Buy
+2,500
New +$110K 0.1% 117

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 Trust's ACWX Position: Q2 2026 in Review

Clearstead Trust held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 935 shares worth $71.2K. The position accounts for 0.01% of the portfolio, ranked #284.

Clearstead Trust first reported a position in ACWX in Q4 2018 and has held it in 6 quarters since. The position peaked at $105K in Q4 2018. 741 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Clearstead Trust held 935 shares of iShares MSCI ACWI ex US ETF worth $71.2K as of Q2 2026.
  • Clearstead 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 Clearstead Trust's portfolio in Q2 2026, its #284 holding.
  • Clearstead Trust first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 6 quarters since.
  • Clearstead Trust's iShares MSCI ACWI ex US ETF position peaked at $105K in Q4 2018.
  • 741 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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