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Allen Capital Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Allen Capital Group’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 		$452K Hold
2,882
– – 0.04% 218
2026
Q1 		$399K Hold
2,882
– – 0.04% 215
2025
Q4 		$408K Sell
2,882
-269
-9% -$37.8K 0.04% 213
2025
Q3 		$436K Buy
3,151
+278
+10% +$36.9K 0.04% 199
2025
Q2 		$369K Buy
2,873
+313
+12% +$37.5K 0.04% 208
2025
Q1 		$298K Buy
+2,560
New +$307K 0.03% 207

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Allen Capital Group's ACWI Position: Q2 2026 in Review

Allen Capital Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,882 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #218.

Allen Capital Group first reported a position in ACWI in Q1 2025 and has held it in 6 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Allen Capital Group held 2,882 shares of iShares MSCI ACWI ETF worth $452K as of Q2 2026.
  • Allen Capital Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #218 holding.
  • Allen Capital Group first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.