Advisory Services Network’s iShares MSCI ACWI ETF ACWI Stock Holding History

Advisory Services Network’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	$6.59M	Buy	41,954 +3,856	+10%	+$589K	0.07%	269
2026 Q1	$5.27M	Buy	38,098 +271	+0.7%	+$39K	0.07%	295
2025 Q4	$5.35M	Buy	37,827 +29,901	+377%	+$4.2M	0.08%	268
2025 Q3	$1.1M	Buy	7,926 +329	+4%	+$43.7K	0.02%	820
2025 Q2	$987K	Buy	7,597 +36	+0.5%	+$4.32K	0.02%	827
2025 Q1	$880K	Sell	7,561 -503	-6%	-$60.3K	0.02%	819
2024 Q4	$948K	Buy	8,064 +4,282	+113%	+$514K	0.02%	770
2024 Q3	$425K	Hold	3,782	–	–	0.01%	1054
2024 Q2	$425K	Buy	3,782 +31	+0.8%	+$3.41K	0.01%	1054
2024 Q1	$413K	Sell	3,751 -261	-7%	-$27.4K	0.01%	1029
2023 Q4	$408K	Buy	4,012 +400	+11%	+$38.3K	0.01%	985
2023 Q3	$334K	Hold	3,612	–	–	0.01%	1098
2023 Q2	$347K	Buy	3,612 +235	+7%	+$21.8K	0.01%	1072
2023 Q1	$308K	Sell	3,377 -1,533	-31%	-$137K	0.01%	1126
2022 Q4	$417K	Buy	4,910 +11	+0.2%	+$926	0.01%	937
2022 Q3	$381K	Sell	4,899 -129	-3%	-$11.1K	0.01%	927
2022 Q2	$422K	Buy	5,028 +1,358	+37%	+$124K	0.01%	911
2022 Q1	$366K	Sell	3,670 -4,295	-54%	-$428K	0.01%	1042
2021 Q4	$843K	Buy	7,965 +374	+5%	+$39.1K	0.02%	688
2021 Q3	$759K	Buy	7,591 +4,927	+185%	+$506K	0.02%	711
2021 Q2	$270K	Buy	2,664 +262	+11%	+$26.1K	0.01%	1139
2021 Q1	$229K	Buy	2,402 +6	+0.3%	+$564	0.01%	1126
2020 Q4	$217K	Sell	2,396 -756	-24%	-$64.6K	0.01%	1035
2020 Q3	$252K	Sell	3,152 -24	-0.8%	-$1.9K	0.01%	892
2020 Q2	$234K	Sell	3,176 -1,105	-26%	-$77.1K	0.01%	881
2020 Q1	$268K	Sell	4,281 -3,058	-42%	-$227K	0.02%	714
2019 Q4	$582K	Buy	7,339 +2,067	+39%	+$158K	0.03%	580
2019 Q3	$389K	Hold	5,272	–	–	0.02%	623
2019 Q2	$389K	Buy	5,272 +542	+11%	+$39.5K	0.02%	621
2019 Q1	$341K	Sell	4,730 -4,487	-49%	-$312K	0.02%	622
2018 Q4	$592K	Sell	9,217 -919	-9%	-$63.1K	0.05%	438
2018 Q3	$753K	Sell	10,136 -7,970	-44%	-$583K	0.06%	417
2018 Q2	$1.33M	Buy	18,106 +75	+0.4%	+$5.44K	0.1%	266
2018 Q1	$1.29M	Buy	18,031 +946	+6%	+$69.7K	0.1%	263
2017 Q4	$1.23M	Buy	17,085 +2,046	+14%	+$145K	0.11%	256
2017 Q3	$1.03M	Buy	15,039 +12,313	+452%	+$828K	0.12%	227
2017 Q2	$179K	Sell	2,726 -787	-22%	-$51.1K	0.02%	662
2017 Q1	$222K	Buy	+3,513	New	+$218K	0.03%	574
2016 Q3	$120K	Hold	2,037	–	–	0.02%	637
2016 Q2	$115K	Hold	2,037	–	–	0.03%	577
2016 Q1	$114K	Hold	2,037	–	–	0.03%	483
2015 Q4	$114K	Hold	2,037	–	–	0.04%	417
2015 Q3	$110K	Hold	2,037	–	–	0.03%	375
2015 Q2	$122K	Hold	2,037	–	–	0.04%	347
2015 Q1	$124K	Hold	2,037	–	–	0.03%	346
2014 Q4	$118K	Buy	+2,037	New	+$120K	0.04%	309
2014 Q1	–	Sell	-2,037	Closed	-$117K	–	210
2013 Q4	$117K	Buy	+2,037	New	+$114K	0.06%	229

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

Advisory Services Network's ACWI Position: Q2 2026 in Review

Advisory Services Network increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, buying an estimated $589K and bringing the position to 41,954 shares worth $6.59M. The position accounts for 0.07% of the portfolio, ranked #269.

Advisory Services Network first reported a position in ACWI in Q4 2013 and has held it in 47 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Advisory Services Network held 41,954 shares of iShares MSCI ACWI ETF worth $6.59M as of Q2 2026.
Advisory Services Network bought 3,856 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $589K.
iShares MSCI ACWI ETF made up 0.07% of Advisory Services Network's portfolio in Q2 2026, its #269 holding.
Advisory Services Network first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 47 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.