Cresset Asset Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Cresset Asset Management’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	$1.91M	Buy	25,139 +5,605	+29%	+$417K	0.01%	685
2026 Q1	$1.34M	Buy	19,534 +1,513	+8%	+$107K	0.01%	682
2025 Q4	$1.21M	Buy	18,021 +584	+3%	+$38.7K	0.01%	726
2025 Q3	$1.13M	Buy	17,437 +2,772	+19%	+$173K	﹤0.01%	703
2025 Q2	$894K	Sell	14,665 -26,087	-64%	-$1.51M	﹤0.01%	721
2025 Q1	$2.26M	Sell	40,752 -631	-2%	-$34.6K	0.01%	507
2024 Q4	$2.16M	Sell	41,383 -2,507	-6%	-$137K	0.01%	528
2024 Q3	$2.51M	Sell	43,890 -3,131	-7%	-$171K	0.01%	694
2024 Q2	$2.5M	Buy	47,021 +6,313	+16%	+$337K	0.01%	630
2024 Q1	$2.17M	Buy	40,708 +2,148	+6%	+$110K	0.01%	607
2023 Q4	$1.97M	Sell	38,560 -5,590	-13%	-$269K	0.01%	601
2023 Q3	$2.08M	Buy	44,150 +1,750	+4%	+$85.6K	0.01%	544
2023 Q2	$2.09M	Buy	42,400 +13,190	+45%	+$650K	﹤0.01%	642
2023 Q1	$1.42M	Hold	29,210	–	–	0.03%	278
2022 Q4	$1.33M	Sell	29,210 -9,236	-24%	-$405K	0.02%	258
2022 Q3	$1.54M	Sell	38,446 -36,782	-49%	-$1.64M	0.02%	256
2022 Q2	$2.2M	Buy	75,228 +832	+1%	+$40.3K	0.03%	214
2022 Q1	$3.89M	Sell	74,396 -28,251	-28%	-$1.5M	0.04%	156
2021 Q4	$5.71M	Buy	+102,647	New	+$5.77M	0.06%	133
2020 Q2	–	Sell	-27,182	Closed	-$1.02M	–	655
2020 Q1	$1.02M	Hold	27,182	–	–	0.03%	188
2019 Q4	$1.33M	Buy	27,182 +391	+1%	+$18.6K	0.04%	174
2019 Q3	$1.23M	Hold	26,791	–	–	0.04%	169
2019 Q2	$1.25M	Buy	26,791 +443	+2%	+$20.6K	0.04%	153
2019 Q1	$1.22M	Hold	26,348	–	–	0.05%	94
2018 Q4	$1.11M	Buy	+26,348	New	+$1.16M	0.07%	67

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 $8.19B AUM 30.56% 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 22.96% 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

Cresset Asset Management's ACWX Position: Q2 2026 in Review

Cresset Asset Management increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 29% in Q2 2026, buying an estimated $417K and bringing the position to 25,139 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #685.

Cresset Asset Management first reported a position in ACWX in Q4 2018 and has held it in 25 quarters since. The position peaked at $5.71M in Q4 2021. 742 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Cresset Asset Management held 25,139 shares of iShares MSCI ACWI ex US ETF worth $1.91M as of Q2 2026.
Cresset Asset Management bought 5,605 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $417K.
iShares MSCI ACWI ex US ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #685 holding.
Cresset Asset Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2018 and has held it in 25 quarters since.
Cresset Asset Management's iShares MSCI ACWI ex US ETF position peaked at $5.71M in Q4 2021.
742 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.