Advance Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advance Capital 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	$313K	Buy	1,997 +302	+18%	+$46.1K	0.01%	155
2026 Q1	$235K	Buy	1,695 +139	+9%	+$20K	0.01%	155
2025 Q4	$220K	Buy	1,556 +2	+0.1%	+$281	0.01%	158
2025 Q3	$215K	Buy	+1,554	New	+$206K	0.01%	163
2022 Q1	–	Sell	-2,127	Closed	-$225K	–	88
2021 Q4	$225K	Buy	+2,127	New	+$222K	0.05%	78

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

Advance Capital Management's ACWI Position: Q2 2026 in Review

Advance Capital Management increased its iShares MSCI ACWI ETF (ACWI) stake by 18% in Q2 2026, buying an estimated $46.1K and bringing the position to 1,997 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #155.

Advance Capital Management first reported a position in ACWI in Q4 2021 and has held it in 5 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Advance Capital Management held 1,997 shares of iShares MSCI ACWI ETF worth $313K as of Q2 2026.
Advance Capital Management bought 302 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $46.1K.
iShares MSCI ACWI ETF made up 0.01% of Advance Capital Management's portfolio in Q2 2026, its #155 holding.
Advance Capital Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 5 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.