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Ashford Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Ashford 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 		$19M Buy
120,933
+106
+0.1% +$16.2K 3.92% 5
2026
Q1 		$16.7M Hold
120,827
– – 3.89% 5
2025
Q4 		$17.1M Buy
120,827
+1,254
+1% +$176K 3.74% 6
2025
Q3 		$16.5M Sell
119,573
-3,789
-3% -$503K 3.66% 6
2025
Q2 		$15.9M Buy
123,362
+606
+0.5% +$72.7K 3.68% 6
2025
Q1 		$14.3M Sell
122,756
-363
-0.3% -$43.5K 3.57% 6
2024
Q4 		$14.5M Buy
123,119
+2,691
+2% +$323K 3.34% 6
2024
Q3 		$14.4M Hold
120,428
– – 3.35% 6
2024
Q2 		$13.5M Buy
120,428
+143
+0.1% +$15.7K 3.32% 6
2024
Q1 		$13.2M Buy
120,285
+81,094
+207% +$8.52M 3.34% 6
2023
Q4 		$3.99M Buy
39,191
+9,574
+32% +$916K 1.1% 7
2023
Q3 		$2.74M Buy
29,617
+8,754
+42% +$840K 0.86% 7
2023
Q2 		$2M Buy
20,863
+1,056
+5% +$98K 0.6% 9
2023
Q1 		$1.81M Buy
19,807
+982
+5% +$87.6K 0.59% 9
2022
Q4 		$1.6M Buy
18,825
+9,462
+101% +$796K 0.55% 10
2022
Q3 		$729K Hold
9,363
– – 0.27% 10
2022
Q2 		$785K Sell
9,363
-35,230
-79% -$3.21M 0.27% 10
2022
Q1 		$4.45M Sell
44,593
-514
-1% -$51.2K 1.46% 5
2021
Q4 		$4.77M Buy
45,107
+3,319
+8% +$347K 1.6% 5
2021
Q3 		$4.17M Buy
41,788
+12,630
+43% +$1.3M 1.53% 5
2021
Q2 		$2.95M Buy
29,158
+8,265
+40% +$824K 1.12% 6
2021
Q1 		$1.99M Buy
20,893
+16,388
+364% +$1.54M 0.87% 6
2020
Q4 		$409K Buy
+4,505
New +$385K 0.25% 8

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

Ashford Advisors's ACWI Position: Q2 2026 in Review

Ashford Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.09% in Q2 2026, buying an estimated $16.2K and bringing the position to 120,933 shares worth $19M. The position accounts for 3.92% of the portfolio, ranked #5.

Ashford Advisors first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. 840 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Ashford Advisors held 120,933 shares of iShares MSCI ACWI ETF worth $19M as of Q2 2026.
  • Ashford Advisors bought 106 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.2K.
  • iShares MSCI ACWI ETF made up 3.92% of Ashford Advisors's portfolio in Q2 2026, its #5 holding.
  • Ashford Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • 840 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Ashford Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.