ACS
ACWI icon

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

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

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. 844 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.
  • 844 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.