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Shelton Capital Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Shelton Capital 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 		$1.5M Buy
+19,756
New +$1.47M 0.03% 223
2026
Q1 		– Sell
-9,330
Closed -$626K – 720
2025
Q4 		$626K Buy
+9,330
New +$618K 0.01% 309
2025
Q1 		– Sell
-33,880
Closed -$1.77M – 700
2024
Q4 		$1.77M Buy
+33,880
New +$1.85M 0.04% 237
2024
Q1 		– Sell
-10,901
Closed -$556K – 742
2023
Q4 		$556K Buy
+10,901
New +$525K 0.02% 328
2023
Q2 		– Sell
-5,388
Closed -$263K – 726
2023
Q1 		$263K Sell
5,388
-1,442
-21% -$69.5K 0.01% 539
2022
Q4 		$311K Buy
+6,830
New +$300K 0.03% 413
2022
Q3 		– Sell
-14,038
Closed -$632K – 684
2022
Q2 		$632K Buy
14,038
+2,126
+18% +$103K 0.03% 290
2022
Q1 		$623K Sell
11,912
-2,873
-19% -$153K 0.02% 323
2021
Q4 		$822K Buy
+14,785
New +$832K 0.03% 290
2021
Q3 		– Sell
-3,618
Closed -$208K – 805
2021
Q2 		$208K Buy
+3,618
New +$208K 0.01% 778
2020
Q2 		– Sell
-41,596
Closed -$1.57M – 673
2020
Q1 		$1.57M Buy
41,596
+8,740
+27% +$393K 0.11% 173
2019
Q4 		$1.61M Buy
+32,856
New +$1.57M 0.09% 190
2019
Q2 		– Sell
-420
Closed -$9.08K – 842
2019
Q1 		$9.08K Sell
420
-37,939
-99% -$1.71M 0.04% 429
2018
Q4 		$1.61M Buy
38,359
+32,274
+530% +$1.42M 0.11% 164
2018
Q3 		$290K Buy
+6,085
New +$289K 0.02% 619
2017
Q1 		– Sell
-13,556
Closed -$546K – 854
2016
Q4 		$546K Buy
+13,556
New +$549K 0.04% 337

Other funds holding ACWX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Shelton Capital Management's ACWX Position: Q2 2026 in Review

Shelton Capital Management opened a new position in iShares MSCI ACWI ex US ETF (ACWX) in Q2 2026: 19,756 shares worth $1.5M. The stake represents 0.03% of the portfolio and ranks #223 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in ACWX as recently as Q4 2025.

Shelton Capital Management first reported a position in ACWX in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.77M in Q4 2024. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

  • Shelton Capital Management held 19,756 shares of iShares MSCI ACWI ex US ETF worth $1.5M as of Q2 2026.
  • iShares MSCI ACWI ex US ETF was a new Shelton Capital Management position in Q2 2026.
  • iShares MSCI ACWI ex US ETF made up 0.03% of Shelton Capital Management's portfolio in Q2 2026, its #223 holding.
  • Shelton Capital Management first reported a position in iShares MSCI ACWI ex US ETF in Q4 2016 and has held it in 16 quarters since.
  • Shelton Capital Management's iShares MSCI ACWI ex US ETF position peaked at $1.77M in Q4 2024.
  • 743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

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