Creative Financial Designs’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Creative Financial Designs’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 Q1	$803K	Buy	11,725 +11,635	+12,928%	+$821K	0.05%	259
2025 Q4	$6.04K	Hold	90	–	–	﹤0.01%	1471
2025 Q3	$5.85K	Hold	90	–	–	﹤0.01%	1498
2025 Q2	$5.49K	Hold	90	–	–	﹤0.01%	1500
2025 Q1	$4.99K	Buy	+90	New	+$4.94K	﹤0.01%	1490
2018 Q4	–	Sell	-200	Closed	-$10K	–	577
2018 Q3	$10K	Sell	200 -100	-33%	-$4.75K	0.01%	430
2018 Q2	$14K	Hold	300	–	–	0.01%	412
2018 Q1	$15K	Hold	300	–	–	0.01%	366
2017 Q4	$15K	Hold	300	–	–	0.01%	355
2017 Q3	$15K	Buy	300 +79	+36%	+$3.73K	0.01%	365
2017 Q2	$10K	Hold	221	–	–	0.01%	409
2017 Q1	$10K	Buy	+221	New	+$9.36K	0.01%	395

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.16B AUM 25.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Financial Designs's ACWX Position: Q1 2026 in Review

Creative Financial Designs increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 12,928% in Q1 2026, buying an estimated $821K and bringing the position to 11,725 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #259.

Creative Financial Designs first reported a position in ACWX in Q1 2017 and has held it in 12 quarters since. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

Creative Financial Designs held 11,725 shares of iShares MSCI ACWI ex US ETF worth $803K as of Q1 2026.
Creative Financial Designs bought 11,635 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $821K.
iShares MSCI ACWI ex US ETF made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #259 holding.
Creative Financial Designs first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 12 quarters since.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.