AWC
ACWI icon

Abundance Wealth Counselors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Abundance Wealth Counselors’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 		$204K Buy
+1,300
New +$199K 0.01% 299
2025
Q4 		– Sell
-3,285
Closed -$454K – 164
2025
Q3 		$454K Buy
+3,285
New +$436K 0.08% 126
2025
Q1 		– Sell
-4,325
Closed -$508K – 152
2024
Q4 		$508K Buy
+4,325
New +$519K 0.11% 113

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Abundance Wealth Counselors's ACWI Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,300 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in ACWI as recently as Q3 2025.

Abundance Wealth Counselors first reported a position in ACWI in Q4 2024 and has held it in 3 quarters since. The position peaked at $508K in Q4 2024. 548 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Abundance Wealth Counselors held 1,300 shares of iShares MSCI ACWI ETF worth $204K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new Abundance Wealth Counselors position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Abundance Wealth Counselors's portfolio in Q2 2026, its #299 holding.
  • Abundance Wealth Counselors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 3 quarters since.
  • Abundance Wealth Counselors's iShares MSCI ACWI ETF position peaked at $508K in Q4 2024.
  • 548 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.