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 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 $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JT Stratford LLC's ACWX Position: Q1 2026 in Review

JT Stratford LLC increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 2.3% in Q1 2026, buying an estimated $7.05K and bringing the position to 4,497 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #262.

JT Stratford LLC first reported a position in ACWX in Q1 2023 and has held it in 13 quarters since. The position peaked at $322K in Q3 2023. 701 funds tracked by Wall St. Rank hold ACWX as of Q1 2026.

JT Stratford LLC held 4,497 shares of iShares MSCI ACWI ex US ETF worth $308K as of Q1 2026.
JT Stratford LLC bought 100 iShares MSCI ACWI ex US ETF shares in Q1 2026, an estimated $7.05K.
iShares MSCI ACWI ex US ETF made up 0.04% of JT Stratford LLC's portfolio in Q1 2026, its #262 holding.
JT Stratford LLC first reported a position in iShares MSCI ACWI ex US ETF in Q1 2023 and has held it in 13 quarters since.
JT Stratford LLC's iShares MSCI ACWI ex US ETF position peaked at $322K in Q3 2023.
701 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.