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

Ameritas Advisory Services’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	$6.72M	Buy	42,807 +29,784	+229%	+$4.55M	0.14%	153
2026 Q1	$1.8M	Buy	13,023 +151	+1%	+$21.7K	0.07%	242
2025 Q4	$1.82M	Sell	12,872 -5,040	-28%	-$707K	0.07%	240
2025 Q3	$2.48M	Buy	17,912 +12,358	+223%	+$1.64M	0.16%	123
2025 Q2	$714K	Sell	5,554 -17,147	-76%	-$2.06M	0.04%	424
2025 Q1	$2.66M	Sell	22,701 -3,328	-13%	-$399K	0.11%	185
2024 Q4	$3.06M	Buy	26,029 +9,016	+53%	+$1.08M	0.11%	180
2024 Q3	$2.03M	Sell	17,013 -4,715	-22%	-$540K	0.09%	228
2024 Q2	$2.44M	Buy	21,728 +122	+0.6%	+$13.4K	0.09%	215
2024 Q1	$2.34M	Buy	21,606 +13,617	+170%	+$1.43M	0.1%	207
2023 Q4	$833K	Sell	7,989 -12,911	-62%	-$1.24M	0.05%	326
2023 Q3	$1.93M	Buy	20,900 +10,385	+99%	+$996K	0.1%	206
2023 Q2	$996K	Sell	10,515 -9,026	-46%	-$838K	0.13%	179
2023 Q1	$1.79M	Sell	19,541 -4,492	-19%	-$401K	0.09%	213
2022 Q4	$2.04M	Buy	24,033 +6,006	+33%	+$505K	0.09%	217
2022 Q3	$1.4M	Buy	18,027 +1,061	+6%	+$91.7K	0.08%	231
2022 Q2	$1.42M	Buy	16,966 +105	+0.6%	+$9.56K	0.08%	236
2022 Q1	$1.68M	Sell	16,861 -120	-0.7%	-$12K	0.06%	239
2021 Q4	$1.8M	Buy	+16,981	New	+$1.77M	0.07%	240

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

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

Ameritas Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 229% in Q2 2026, buying an estimated $4.55M and bringing the position to 42,807 shares worth $6.72M. The position accounts for 0.14% of the portfolio, ranked #153.

Ameritas Advisory Services first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Ameritas Advisory Services held 42,807 shares of iShares MSCI ACWI ETF worth $6.72M as of Q2 2026.
Ameritas Advisory Services bought 29,784 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.55M.
iShares MSCI ACWI ETF made up 0.14% of Ameritas Advisory Services's portfolio in Q2 2026, its #153 holding.
Ameritas Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.