American Capital Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

American Capital Advisory’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	$3.45K	Hold	22	–	–	﹤0.01%	517
2026 Q1	$3.04K	Sell	22 -8	-27%	-$1.15K	﹤0.01%	464
2025 Q4	$4.25K	Buy	30 +10	+50%	+$1.4K	﹤0.01%	386
2025 Q3	$2.77K	Sell	20 -191	-91%	-$25.4K	﹤0.01%	399
2025 Q2	$27.2K	Buy	211 +1	+0.5%	+$120	0.01%	235
2025 Q1	$24.4K	Sell	210 -105	-33%	-$12.6K	0.01%	248
2024 Q4	$37K	Sell	315 -6	-2%	-$720	0.02%	206
2024 Q3	$38.4K	Sell	321 -8	-2%	-$917	0.02%	203
2024 Q2	$33.5K	Sell	329 -42	-11%	-$4.62K	0.02%	181
2024 Q1	$33.8K	Buy	371 +42	+13%	+$4.41K	0.03%	165
2023 Q4	$33.5K	Buy	+329	New	+$31.5K	0.02%	181

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

American Capital Advisory's ACWI Position: Q2 2026 in Review

American Capital Advisory held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 22 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

American Capital Advisory first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $38.4K in Q3 2024. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

American Capital Advisory held 22 shares of iShares MSCI ACWI ETF worth $3.45K as of Q2 2026.
American Capital Advisory left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #517 holding.
American Capital Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's iShares MSCI ACWI ETF position peaked at $38.4K in Q3 2024.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.