AF
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Advisornet Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisornet Financial’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 		$17.1K Buy
109
+1
+0.9% +$153 ﹤0.01% 1440
2026
Q1 		$14.9K Hold
108
– – ﹤0.01% 1416
2025
Q4 		$15.3K Buy
108
+1
+0.9% +$140 ﹤0.01% 1406
2025
Q3 		$14.8K Hold
107
– – ﹤0.01% 1401
2025
Q2 		$13.8K Buy
107
+1
+0.9% +$120 ﹤0.01% 1390
2025
Q1 		$12.4K Buy
+106
New +$12.7K ﹤0.01% 1346
2024
Q4 		– Sell
-12,436
Closed -$1.49M – 1968
2024
Q3 		$1.49M Sell
12,436
-24
-0.2% -$2.75K 0.11% 179
2024
Q2 		$1.4M Sell
12,460
-496
-4% -$54.5K 0.13% 167
2024
Q1 		$1.43M Sell
12,956
-702
-5% -$73.7K 0.14% 159
2023
Q4 		$1.39M Sell
13,658
-1,724
-11% -$165K 0.13% 182
2023
Q3 		$1.42M Buy
15,382
+14
+0.1% +$1.34K 0.13% 165
2023
Q2 		$1.47M Sell
15,368
-151
-1% -$14K 0.13% 169
2023
Q1 		$1.41M Sell
15,519
-1,404
-8% -$125K 0.13% 165
2022
Q4 		$1.44M Sell
16,923
-573
-3% -$48.2K 0.14% 158
2022
Q3 		$1.36M Sell
17,496
-910
-5% -$78.6K 0.14% 169
2022
Q2 		$1.54M Sell
18,406
-24,123
-57% -$2.2M 0.15% 158
2022
Q1 		$4.24M Sell
42,529
-31,984
-43% -$3.19M 0.27% 87
2021
Q4 		$7.88M Sell
74,513
-2,867
-4% -$300K 0.49% 43
2021
Q3 		$7.73M Sell
77,380
-2,685
-3% -$276K 0.54% 36
2021
Q2 		$8.1M Buy
80,065
+879
+1% +$87.6K 0.54% 36
2021
Q1 		$7.54M Sell
79,186
-79,973
-50% -$7.51M 0.54% 38
2020
Q4 		$14.4M Buy
159,159
+14,939
+10% +$1.28M 1.17% 9
2020
Q3 		$11.5M Sell
144,220
-38,976
-21% -$3.09M 0.99% 12
2020
Q2 		$13.5M Sell
183,196
-108,430
-37% -$7.56M 1.09% 12
2020
Q1 		$18.2M Buy
291,626
+68,555
+31% +$5.08M 1.68% 8
2019
Q4 		$17.7M Buy
223,071
+41,167
+23% +$3.15M 1.5% 8
2019
Q3 		$13.4M Buy
181,904
+117,212
+181% +$8.59M 1.23% 12
2019
Q2 		$4.77M Buy
64,692
+6,357
+11% +$464K 0.53% 39
2019
Q1 		$4.21M Buy
58,335
+36,309
+165% +$2.52M 0.51% 36
2018
Q4 		$1.41M Buy
+22,026
New +$1.51M 0.2% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisornet Financial's ACWI Position: Q2 2026 in Review

Advisornet Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 0.93% in Q2 2026, buying an estimated $153 and bringing the position to 109 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Advisornet Financial first reported a position in ACWI in Q4 2018 and has held it in 30 quarters since. The position peaked at $18.2M in Q1 2020. 475 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Advisornet Financial held 109 shares of iShares MSCI ACWI ETF worth $17.1K as of Q2 2026.
  • Advisornet Financial bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1440 holding.
  • Advisornet Financial first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 30 quarters since.
  • Advisornet Financial's iShares MSCI ACWI ETF position peaked at $18.2M in Q1 2020.
  • 475 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.