JT Stratford LLC’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

JT Stratford LLC’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	$342K	Hold	4,497	–	–	0.04%	261
2026 Q1	$308K	Buy	4,497 +100	+2%	+$7.05K	0.04%	262
2025 Q4	$295K	Buy	4,397 +686	+18%	+$45.5K	0.04%	263
2025 Q3	$241K	Hold	3,711	–	–	0.03%	281
2025 Q2	$226K	Sell	3,711 -455	-11%	-$26.3K	0.03%	274
2025 Q1	$231K	Hold	4,166	–	–	0.04%	253
2024 Q4	$217K	Hold	4,166	–	–	0.04%	278
2024 Q3	$238K	Hold	4,166	–	–	0.04%	258
2024 Q2	$221K	Buy	4,166 +250	+6%	+$13.3K	0.04%	251
2024 Q1	$209K	Sell	3,916 -1,204	-24%	-$61.8K	0.04%	248
2023 Q4	$261K	Sell	5,120 -1,730	-25%	-$83.3K	0.06%	218
2023 Q3	$322K	Buy	6,850 +1,195	+21%	+$58.5K	0.08%	195
2023 Q2	$278K	Buy	5,655 +11	+0.2%	+$542	0.07%	203
2023 Q1	$275K	Buy	+5,644	New	+$272K	0.08%	199

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

JT Stratford LLC's ACWX Position: Q2 2026 in Review

JT Stratford LLC held its iShares MSCI ACWI ex US ETF (ACWX) position steady in Q2 2026 at 4,497 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #261.

JT Stratford LLC first reported a position in ACWX in Q1 2023 and has held it in 14 quarters since. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

JT Stratford LLC held 4,497 shares of iShares MSCI ACWI ex US ETF worth $342K as of Q2 2026.
JT Stratford LLC left its iShares MSCI ACWI ex US ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ex US ETF made up 0.04% of JT Stratford LLC's portfolio in Q2 2026, its #261 holding.
JT Stratford LLC first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 14 quarters since.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.