Advisor OS’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisor OS’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	$5.65M	Sell	35,992 -1,032	-3%	-$158K	0.38%	47
2026 Q1	$5.12M	Buy	37,024 +663	+2%	+$95.3K	0.37%	46
2025 Q4	$5.14M	Buy	36,361 +1,401	+4%	+$197K	0.41%	39
2025 Q3	$4.83M	Buy	34,960 +4,981	+17%	+$662K	0.42%	34
2025 Q2	$3.86M	Sell	29,979 -228	-0.8%	-$27.3K	0.38%	39
2025 Q1	$3.52M	Buy	30,207 +349	+1%	+$41.8K	0.4%	41
2024 Q4	$3.51M	Buy	29,858 +2,399	+9%	+$288K	0.41%	39
2024 Q3	$3.28M	Buy	27,459 +697	+3%	+$79.9K	0.33%	52
2024 Q2	$3.01M	Buy	+26,762	New	+$2.94M	0.33%	55

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

Advisor OS's ACWI Position: Q2 2026 in Review

Advisor OS reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.8% in Q2 2026, selling an estimated $158K and leaving 35,992 shares worth $5.65M. The position accounts for 0.38% of the portfolio, ranked #47.

Advisor OS first reported a position in ACWI in Q2 2024 and has held it in 9 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Advisor OS held 35,992 shares of iShares MSCI ACWI ETF worth $5.65M as of Q2 2026.
Advisor OS sold 1,032 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $158K.
iShares MSCI ACWI ETF made up 0.38% of Advisor OS's portfolio in Q2 2026, its #47 holding.
Advisor OS first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 9 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.