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Angeles Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Angeles Investment Advisors’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 		$2.12M Sell
13,536
-242
-2% -$37K 0.13% 25
2026
Q1 		$1.91M Sell
13,778
-330
-2% -$47.4K 0.13% 23
2025
Q4 		$2M Sell
14,108
-335
-2% -$47K 0.13% 22
2025
Q3 		$2M Buy
14,443
+218
+2% +$29K 0.13% 20
2025
Q2 		$1.83M Sell
14,225
-590
-4% -$70.7K 0.1% 19
2025
Q1 		$1.72M Sell
14,815
-370
-2% -$44.3K 0.09% 22
2024
Q4 		$1.78M Sell
15,185
-265
-2% -$31.8K 0.09% 32
2024
Q3 		$1.85M Buy
15,450
+2,950
+24% +$338K 0.09% 34
2024
Q2 		$1.41M Hold
12,500
– – 0.07% 39
2024
Q1 		$1.38M Sell
12,500
-500
-4% -$52.5K 0.07% 35
2023
Q4 		$1.32M Sell
13,000
-628
-5% -$60.1K 0.08% 34
2023
Q3 		$1.26M Buy
13,628
+908
+7% +$87.1K 0.1% 29
2023
Q2 		$1.22M Sell
12,720
-180
-1% -$16.7K 0.1% 27
2023
Q1 		$1.18M Hold
12,900
– – 0.1% 26
2022
Q4 		$1.09M Hold
12,900
– – 0.09% 24
2022
Q3 		$1M Hold
12,900
– – 0.1% 22
2022
Q2 		$1.08M Hold
12,900
– – 0.1% 21
2022
Q1 		$1.29M Hold
12,900
– – 0.09% 26
2021
Q4 		$1.36M Buy
+12,900
New +$1.35M 0.07% 67
2019
Q1 		– Sell
-67,595
Closed -$4.34M – 46
2018
Q4 		$4.34M Buy
+67,595
New +$4.64M 3.76% 5

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Angeles Investment Advisors's ACWI Position: Q2 2026 in Review

Angeles Investment Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q2 2026, selling an estimated $37K and leaving 13,536 shares worth $2.12M. The position accounts for 0.13% of the portfolio, ranked #25.

Angeles Investment Advisors first reported a position in ACWI in Q4 2018 and has held it in 20 quarters since. The position peaked at $4.34M in Q4 2018. 202 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Angeles Investment Advisors held 13,536 shares of iShares MSCI ACWI ETF worth $2.12M as of Q2 2026.
  • Angeles Investment Advisors sold 242 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $37K.
  • iShares MSCI ACWI ETF made up 0.13% of Angeles Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Angeles Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 20 quarters since.
  • Angeles Investment Advisors's iShares MSCI ACWI ETF position peaked at $4.34M in Q4 2018.
  • 202 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Angeles Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.