Creative Planning
ACWX icon

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

Creative Planning’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 		$11.6M Buy
168,960
+16,556
+11% +$1.17M 0.01% 631
2025
Q4 		$10.2M Buy
152,404
+994
+0.7% +$65.9K 0.01% 615
2025
Q3 		$9.84M Sell
151,410
-833
-0.5% -$52.1K 0.01% 568
2025
Q2 		$9.28M Buy
152,243
+19,221
+14% +$1.11M 0.01% 531
2025
Q1 		$7.38M Sell
133,022
-8,443
-6% -$464K 0.01% 579
2024
Q4 		$7.38M Buy
141,465
+5,684
+4% +$311K 0.01% 543
2024
Q3 		$7.77M Buy
135,781
+2,547
+2% +$139K 0.01% 513
2024
Q2 		$7.08M Sell
133,234
-13,975
-9% -$745K 0.01% 516
2024
Q1 		$7.86M Sell
147,209
-94,414
-39% -$4.85M 0.01% 472
2023
Q4 		$12.3M Buy
241,623
+102,690
+74% +$4.94M 0.02% 341
2023
Q3 		$6.53M Sell
138,933
-4,968
-3% -$243K 0.01% 455
2023
Q2 		$7.08M Sell
143,901
-914
-0.6% -$45K 0.01% 422
2023
Q1 		$7.06M Sell
144,815
-3,933
-3% -$189K 0.01% 411
2022
Q4 		$6.77M Sell
148,748
-2,190
-1% -$96.1K 0.01% 412
2022
Q3 		$6.04M Sell
150,938
-263
-0.2% -$11.7K 0.01% 402
2022
Q2 		$6.8M Buy
151,201
+2,619
+2% +$127K 0.01% 389
2022
Q1 		$7.77M Sell
148,582
-694
-0.5% -$37K 0.01% 362
2021
Q4 		$8.3M Sell
149,276
-2,696
-2% -$152K 0.01% 320
2021
Q3 		$8.42M Sell
151,972
-555
-0.4% -$31.6K 0.01% 295
2021
Q2 		$8.77M Sell
152,527
-10,351
-6% -$594K 0.02% 289
2021
Q1 		$8.99M Sell
162,878
-1,943
-1% -$107K 0.02% 293
2020
Q4 		$8.74M Sell
164,821
-4,110
-2% -$204K 0.02% 279
2020
Q3 		$7.77M Sell
168,931
-13,288
-7% -$612K 0.02% 249
2020
Q2 		$7.88M Sell
182,219
-5,068
-3% -$207K 0.02% 220
2020
Q1 		$7.05M Sell
187,287
-11,557
-6% -$519K 0.03% 212
2019
Q4 		$9.77M Sell
198,844
-4,361
-2% -$208K 0.03% 190
2019
Q3 		$9.36M Sell
203,205
-4,659
-2% -$213K 0.03% 187
2019
Q2 		$9.72M Sell
207,864
-8,139
-4% -$378K 0.03% 184
2019
Q1 		$9.99M Sell
216,003
-3,414
-2% -$154K 0.04% 163
2018
Q4 		$9.21M Sell
219,417
-6,310
-3% -$278K 0.04% 157
2018
Q3 		$10.8M Sell
225,727
-1,212
-0.5% -$57.6K 0.04% 156
2018
Q2 		$10.7M Sell
226,939
-2,320
-1% -$115K 0.04% 147
2018
Q1 		$11.4M Sell
229,259
-4,410
-2% -$224K 0.05% 136
2017
Q4 		$11.7M Sell
233,669
-828
-0.4% -$40.8K 0.05% 131
2017
Q3 		$11.3M Sell
234,497
-5,659
-2% -$267K 0.05% 132
2017
Q2 		$10.9M Sell
240,156
-394
-0.2% -$17.8K 0.06% 131
2017
Q1 		$10.5M Sell
240,550
-9,639
-4% -$408K 0.06% 127
2016
Q4 		$10.1M Sell
250,189
-10,912
-4% -$442K 0.06% 124
2016
Q3 		$10.8M Sell
261,101
-8,602
-3% -$350K 0.07% 113
2016
Q2 		$10.5M Sell
269,703
-22,424
-8% -$890K 0.08% 103
2016
Q1 		$11.5M Sell
292,127
-995,057
-77% -$37.2M 0.09% 92
2015
Q4 		$51M Sell
1,287,184
-212,270
-14% -$8.69M 0.42% 35
2015
Q3 		$58.6M Buy
1,499,454
+213,666
+17% +$8.99M 0.52% 33
2015
Q2 		$56.8M Buy
1,285,788
+122,175
+10% +$5.68M 0.52% 33
2015
Q1 		$52M Buy
1,163,613
+32,827
+3% +$1.44M 0.49% 34
2014
Q4 		$48.6M Buy
1,130,786
+632,898
+127% +$28M 0.51% 33
2014
Q3 		$22.6M Buy
497,888
+35,382
+8% +$1.68M 0.26% 47
2014
Q2 		$22.2M Buy
462,506
+3,397
+0.7% +$162K 0.29% 39
2014
Q1 		$21.4M Buy
459,109
+10,445
+2% +$475K 0.32% 35
2013
Q4 		$20.9M Buy
448,664
+9,722
+2% +$446K 0.36% 33
2013
Q3 		$19.7M Buy
438,942
+1,486
+0.3% +$64.2K 0.39% 32
2013
Q2 		$17.8M Buy
+437,456
New +$18.9M 0.41% 33

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's ACWX Position: Q1 2026 in Review

Creative Planning increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 11% in Q1 2026, buying an estimated $1.17M and bringing the position to 168,960 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #631.

Creative Planning first reported a position in ACWX in Q2 2013 and has held it in 52 quarters since. The position peaked at $58.6M in Q3 2015. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

  • Creative Planning held 168,960 shares of iShares MSCI ACWI ex US ETF worth $11.6M as of Q1 2026.
  • Creative Planning bought 16,556 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $1.17M.
  • iShares MSCI ACWI ex US ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #631 holding.
  • Creative Planning first reported a position in iShares MSCI ACWI ex US ETF in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's iShares MSCI ACWI ex US ETF position peaked at $58.6M in Q3 2015.
  • 701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.