AA Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

AA Financial Advisors’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$537K	Sell	3,418 -16	-0.5%	-$2.44K	0.06%	140
2026 Q1	$475K	Sell	3,434 -22	-0.6%	-$3.16K	0.07%	144
2025 Q4	$489K	Hold	3,456	–	–	0.09%	129
2025 Q3	$478K	Hold	3,456	–	–	0.09%	118
2025 Q2	$444K	Hold	3,456	–	–	0.1%	118
2025 Q1	$402K	Hold	3,456	–	–	0.1%	115
2024 Q4	$406K	Hold	3,456	–	–	0.11%	112
2024 Q3	$413K	Buy	3,456 +1,182	+52%	+$135K	0.12%	110
2024 Q2	$256K	Hold	2,274	–	–	0.09%	144
2024 Q1	$250K	Hold	2,274	–	–	0.1%	138
2023 Q4	$231K	Buy	+2,274	New	+$218K	0.15%	58

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AA Financial Advisors's ACWI Position: Q2 2026 in Review

AA Financial Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.47% in Q2 2026, selling an estimated $2.44K and leaving 3,418 shares worth $537K. The position accounts for 0.06% of the portfolio, ranked #140.

AA Financial Advisors first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

AA Financial Advisors held 3,418 shares of iShares MSCI ACWI ETF worth $537K as of Q2 2026.
AA Financial Advisors sold 16 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.44K.
iShares MSCI ACWI ETF made up 0.06% of AA Financial Advisors's portfolio in Q2 2026, its #140 holding.
AA Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.