Archford Capital Strategies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Archford Capital Strategies’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	$641K	Hold	4,084	–	–	0.06%	216
2026 Q1	$565K	Hold	4,084	–	–	0.06%	218
2025 Q4	$578K	Hold	4,084	–	–	0.07%	220
2025 Q3	$565K	Hold	4,084	–	–	0.07%	214
2025 Q2	$525K	Hold	4,084	–	–	0.07%	216
2025 Q1	$475K	Sell	4,084 -4,087	-50%	-$490K	0.07%	209
2024 Q4	$960K	Buy	8,171 +1,105	+16%	+$133K	0.15%	138
2024 Q3	$853K	Sell	7,066 -103	-1%	-$11.8K	0.13%	141
2024 Q2	$806K	Buy	7,169 +3,085	+76%	+$339K	0.13%	142
2024 Q1	$450K	Hold	4,084	–	–	0.08%	186
2023 Q4	$416K	Hold	4,084	–	–	0.08%	184
2023 Q3	$377K	Sell	4,084 -1	-0%	-$96	0.08%	218
2023 Q2	$402K	Hold	4,085	–	–	0.08%	228
2023 Q1	$371K	Sell	4,085 -11,290	-73%	-$1.01M	0.08%	222
2022 Q4	$1.3M	Buy	15,375 +11,321	+279%	+$953K	0.3%	86
2022 Q3	$316K	Hold	4,054	–	–	0.08%	223
2022 Q2	$340K	Hold	4,054	–	–	0.09%	213
2022 Q1	$405K	Hold	4,054	–	–	0.09%	205
2021 Q4	$429K	Sell	4,054 -466	-10%	-$48.7K	0.1%	206
2021 Q3	$452K	Hold	4,520	–	–	0.11%	203
2021 Q2	$457K	Sell	4,520 -700	-13%	-$69.8K	0.11%	188
2021 Q1	$518K	Sell	5,220 -1,006	-16%	-$94.5K	0.14%	162
2020 Q4	$582K	Hold	6,226	–	–	0.13%	176
2020 Q3	$498K	Hold	6,226	–	–	0.13%	172
2020 Q2	$459K	Sell	6,226 -9,032	-59%	-$630K	0.14%	165
2020 Q1	$955K	Buy	15,258 +7,225	+90%	+$535K	0.37%	79
2019 Q4	$637K	Buy	8,033 +4,110	+105%	+$314K	0.22%	134
2019 Q3	$289K	Buy	3,923 +3,617	+1,182%	+$265K	0.11%	186
2019 Q2	$23K	Buy	+306	New	+$22.3K	0.01%	333

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Archford Capital Strategies's ACWI Position: Q2 2026 in Review

Archford Capital Strategies held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,084 shares worth $641K. The position accounts for 0.06% of the portfolio, ranked #216.

Archford Capital Strategies first reported a position in ACWI in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q4 2022. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Archford Capital Strategies held 4,084 shares of iShares MSCI ACWI ETF worth $641K as of Q2 2026.
Archford Capital Strategies left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.06% of Archford Capital Strategies's portfolio in Q2 2026, its #216 holding.
Archford Capital Strategies first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 29 quarters since.
Archford Capital Strategies's iShares MSCI ACWI ETF position peaked at $1.3M in Q4 2022.
137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.