Aaron Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$842K Hold
5,366
0.04% 295
2026
Q1
$742K Hold
5,366
0.04% 295
2025
Q4
$759K Hold
5,366
0.04% 313
2025
Q3
$742K Hold
5,366
0.04% 303
2025
Q2
$690K Hold
5,366
0.07% 178
2025
Q1
$625K Hold
5,366
0.07% 178
2024
Q4
$631K Hold
5,366
0.07% 162
2024
Q3
$642K Hold
5,366
0.08% 160
2024
Q2
$603K Hold
5,366
0.08% 147
2024
Q1
$591K Hold
5,366
0.08% 146
2023
Q4
$546K Hold
5,366
0.09% 135
2023
Q3
$496K Hold
5,366
0.06% 150
2023
Q2
$515K Hold
5,366
0.07% 153
2023
Q1
$489K Hold
5,366
0.07% 156
2022
Q4
$455K Buy
+5,366
New +$452K 0.07% 160

Other funds holding ACWI

Aaron Wealth Advisors's ACWI Position: Q2 2026 in Review

Aaron Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 5,366 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #295.

Aaron Wealth Advisors first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Aaron Wealth Advisors held 5,366 shares of iShares MSCI ACWI ETF worth $842K as of Q2 2026.
  • Aaron Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Aaron Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Aaron Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.