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

Abound 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	$1.02M	Hold	6,490	–	–	0.2%	36
2026 Q1	$898K	Hold	6,490	–	–	0.2%	39
2025 Q4	$918K	Hold	6,490	–	–	0.22%	35
2025 Q3	$897K	Buy	6,490 +6,445	+14,322%	+$856K	0.22%	34
2025 Q2	$5.79K	Hold	45	–	–	﹤0.01%	544
2025 Q1	$5.24K	Hold	45	–	–	﹤0.01%	524
2024 Q4	$5.29K	Hold	45	–	–	﹤0.01%	512
2024 Q3	$5.38K	Hold	45	–	–	﹤0.01%	533
2024 Q2	$5.06K	Hold	45	–	–	﹤0.01%	497
2024 Q1	$4.96K	Hold	45	–	–	﹤0.01%	524
2023 Q4	$4.58K	Hold	45	–	–	﹤0.01%	530
2023 Q3	$4.16K	Hold	45	–	–	﹤0.01%	502
2023 Q2	$4.32K	Hold	45	–	–	﹤0.01%	523
2023 Q1	$4.1K	Hold	45	–	–	﹤0.01%	455
2022 Q4	$3.82K	Hold	45	–	–	﹤0.01%	399
2022 Q3	$3.5K	Hold	45	–	–	﹤0.01%	409
2022 Q2	$3.77K	Hold	45	–	–	﹤0.01%	102
2022 Q1	$4.49K	Hold	45	–	–	﹤0.01%	100
2021 Q4	$4.76K	Buy	+45	New	+$4.7K	﹤0.01%	97

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

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

Abound Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 6,490 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #36.

Abound Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Abound Wealth Management held 6,490 shares of iShares MSCI ACWI ETF worth $1.02M as of Q2 2026.
Abound Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.2% of Abound Wealth Management's portfolio in Q2 2026, its #36 holding.
Abound Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.