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

Allworth 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 		$165K Sell
1,053
-2,299
-69% -$351K ﹤0.01% 1604
2026
Q1 		$464K Sell
3,352
-80
-2% -$11.5K ﹤0.01% 984
2025
Q4 		$486K Buy
3,432
+991
+41% +$139K ﹤0.01% 945
2025
Q3 		$337K Buy
2,441
+489
+25% +$65K ﹤0.01% 1044
2025
Q2 		$251K Sell
1,952
-748
-28% -$89.7K ﹤0.01% 1091
2025
Q1 		$312K Buy
2,700
+523
+24% +$62.7K ﹤0.01% 816
2024
Q4 		$264K Buy
2,177
+373
+21% +$44.8K ﹤0.01% 861
2024
Q3 		$216K Buy
1,804
+182
+11% +$20.9K ﹤0.01% 800
2024
Q2 		$184K Buy
1,622
+189
+13% +$20.8K ﹤0.01% 846
2024
Q1 		$158K Hold
1,433
– – ﹤0.01% 859
2023
Q4 		$146K Buy
1,433
+11
+0.8% +$1.05K ﹤0.01% 814
2023
Q3 		$131K Hold
1,422
– – ﹤0.01% 789
2023
Q2 		$136K Hold
1,422
– – ﹤0.01% 792
2023
Q1 		$130K Hold
1,422
– – ﹤0.01% 771
2022
Q4 		$121K Hold
1,422
– – ﹤0.01% 764
2022
Q3 		$111K Buy
1,422
+672
+90% +$58.1K ﹤0.01% 736
2022
Q2 		$63K Buy
750
+485
+183% +$44.1K ﹤0.01% 828
2022
Q1 		$26K Hold
265
– – ﹤0.01% 1136
2021
Q4 		$28K Hold
265
– – ﹤0.01% 996
2021
Q3 		$26K Buy
+265
New +$27.2K ﹤0.01% 936
2021
Q2 		– Sell
-218
Closed -$21K – 1533
2021
Q1 		$21K Buy
218
+1
+0.5% +$94 ﹤0.01% 772
2020
Q4 		$20K Buy
+217
New +$18.5K ﹤0.01% 670
2019
Q3 		– Sell
-100
Closed -$7K – 938
2019
Q2 		$7K Hold
100
– – ﹤0.01% 628
2019
Q1 		$7K Buy
+100
New +$6.95K ﹤0.01% 615

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

Allworth Financial's ACWI Position: Q2 2026 in Review

Allworth Financial reduced its iShares MSCI ACWI ETF (ACWI) stake by 69% in Q2 2026, selling an estimated $351K and leaving 1,053 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Allworth Financial first reported a position in ACWI in Q1 2019 and has held it in 24 quarters since. The position peaked at $486K in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Allworth Financial held 1,053 shares of iShares MSCI ACWI ETF worth $165K as of Q2 2026.
  • Allworth Financial sold 2,299 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $351K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1604 holding.
  • Allworth Financial first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 24 quarters since.
  • Allworth Financial's iShares MSCI ACWI ETF position peaked at $486K in Q4 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.