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

First National 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	$2.73M	Buy	35,886 +121	+0.3%	+$9K	0.09%	152
2026 Q1	$2.45M	Sell	35,765 -6,441	-15%	-$454K	0.08%	167
2025 Q4	$2.83M	Hold	42,206	–	–	0.09%	158
2025 Q3	$2.74M	Buy	42,206 +810	+2%	+$50.6K	0.09%	162
2025 Q2	$2.52M	Sell	41,396 -36	-0.1%	-$2.08K	0.09%	167
2025 Q1	$2.3M	Sell	41,432 -989	-2%	-$54.3K	0.09%	162
2024 Q4	$2.21M	Buy	42,421 +6,298	+17%	+$344K	0.08%	169
2024 Q3	$2.07M	Buy	36,123 +1,452	+4%	+$79.1K	0.08%	169
2024 Q2	$1.84M	Buy	34,671 +3,834	+12%	+$204K	0.08%	168
2024 Q1	$1.65M	Hold	30,837	–	–	0.07%	183
2023 Q4	$1.57M	Buy	30,837 +8,493	+38%	+$409K	0.07%	176
2023 Q3	$1.05M	Sell	22,344 -123,040	-85%	-$6.02M	0.05%	194
2023 Q2	$7.16M	Buy	145,384 +1,212	+0.8%	+$59.7K	0.33%	81
2023 Q1	$7.03M	Buy	+144,172	New	+$6.94M	0.37%	79

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

First National Trust's ACWX Position: Q2 2026 in Review

First National Trust increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 0.34% in Q2 2026, buying an estimated $9K and bringing the position to 35,886 shares worth $2.73M. The position accounts for 0.09% of the portfolio, ranked #152.

First National Trust first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.16M in Q2 2023. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

First National Trust held 35,886 shares of iShares MSCI ACWI ex US ETF worth $2.73M as of Q2 2026.
First National Trust bought 121 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $9K.
iShares MSCI ACWI ex US ETF made up 0.09% of First National Trust's portfolio in Q2 2026, its #152 holding.
First National Trust first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
First National Trust's iShares MSCI ACWI ex US ETF position peaked at $7.16M in Q2 2023.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.