Able Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Able Wealth Management’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	$10.4M	Buy	66,065 +970	+1%	+$148K	2.38%	8
2026 Q1	$9.01M	Buy	65,095 +2,195	+3%	+$316K	2.41%	10
2025 Q4	$8.9M	Buy	62,900 +2,987	+5%	+$419K	2.82%	10
2025 Q3	$8.28M	Sell	59,913 -970	-2%	-$129K	3.11%	9
2025 Q2	$7.83M	Sell	60,883 -2,520	-4%	-$302K	3.95%	4
2025 Q1	$7.38M	Buy	63,403 +117	+0.2%	+$14K	4.35%	2
2024 Q4	$7.44M	Sell	63,286 -1,263	-2%	-$152K	4.89%	2
2024 Q3	$7.72M	Buy	64,549 +142	+0.2%	+$16.3K	5.85%	2
2024 Q2	$7.24M	Buy	64,407 +685	+1%	+$75.3K	5.96%	2
2024 Q1	$7.02M	Buy	63,722 +891	+1%	+$93.6K	6.12%	2
2023 Q4	$6.39M	Buy	+62,831	New	+$6.01M	5.81%	2

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

Able Wealth Management's ACWI Position: Q2 2026 in Review

Able Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q2 2026, buying an estimated $148K and bringing the position to 66,065 shares worth $10.4M. The position accounts for 2.38% of the portfolio, ranked #8.

Able Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Able Wealth Management held 66,065 shares of iShares MSCI ACWI ETF worth $10.4M as of Q2 2026.
Able Wealth Management bought 970 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $148K.
iShares MSCI ACWI ETF made up 2.38% of Able Wealth Management's portfolio in Q2 2026, its #8 holding.
Able Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.