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 Q2	$1.16M	Buy	15,234 +3,509	+30%	+$261K	0.06%	264
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 $1.55T 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 $8.38B AUM 25.07% 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 22.9% 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

Creative Financial Designs's ACWX Position: Q2 2026 in Review

Creative Financial Designs increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 30% in Q2 2026, buying an estimated $261K and bringing the position to 15,234 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #264.

Creative Financial Designs first reported a position in ACWX in Q1 2017 and has held it in 13 quarters since. 745 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Creative Financial Designs held 15,234 shares of iShares MSCI ACWI ex US ETF worth $1.16M as of Q2 2026.
Creative Financial Designs bought 3,509 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $261K.
iShares MSCI ACWI ex US ETF made up 0.06% of Creative Financial Designs's portfolio in Q2 2026, its #264 holding.
Creative Financial Designs first reported a position in iShares MSCI ACWI ex US ETF in Q1 2017 and has held it in 13 quarters since.
745 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.