Astoria Strategic Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Astoria Strategic Wealth’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	$1.95M	Sell	12,422 -3	-0%	-$458	0.45%	21
2026 Q1	$1.72M	Sell	12,425 -887	-7%	-$128K	0.44%	21
2025 Q4	$1.88M	Sell	13,312 -121	-0.9%	-$17K	0.47%	21
2025 Q3	$1.86M	Sell	13,433 -187	-1%	-$24.8K	0.47%	21
2025 Q2	$1.75M	Hold	13,620	–	–	0.47%	21
2025 Q1	$1.59M	Hold	13,620	–	–	0.47%	20
2024 Q4	$1.6M	Hold	13,620	–	–	0.48%	20
2024 Q3	$1.63M	Sell	13,620 -703	-5%	-$80.6K	0.48%	19
2024 Q2	$1.61M	Sell	14,323 -519	-3%	-$57K	0.5%	18
2024 Q1	$1.63M	Hold	14,842	–	–	0.52%	18
2023 Q4	$1.51M	Sell	14,842 -146	-1%	-$14K	0.51%	18
2023 Q3	$1.38M	Hold	14,988	–	–	0.52%	18
2023 Q2	$1.44M	Hold	14,988	–	–	0.53%	18
2023 Q1	$1.37M	Buy	14,988 +143	+1%	+$12.8K	0.53%	19
2022 Q4	$1.26M	Sell	14,845 -784	-5%	-$66K	0.53%	22
2022 Q3	$1.22M	Hold	15,629	–	–	0.56%	22
2022 Q2	$1.31M	Sell	15,629 -2,576	-14%	-$234K	0.58%	21
2022 Q1	$1.82M	Hold	18,205	–	–	0.71%	19
2021 Q4	$1.93M	Hold	18,205	–	–	0.74%	19
2021 Q3	$1.82M	Hold	18,205	–	–	0.81%	14
2021 Q2	$1.85M	Hold	18,205	–	–	0.85%	15
2021 Q1	$1.73M	Sell	18,205 -32	-0.2%	-$3.01K	0.88%	15
2020 Q4	$1.65M	Hold	18,237	–	–	0.88%	15
2020 Q3	$1.5M	Sell	18,237 -126	-0.7%	-$9.98K	0.87%	15
2020 Q2	$1.39M	Sell	18,363 -37,517	-67%	-$2.62M	0.89%	15
2020 Q1	$3.5M	Buy	55,880 +41,852	+298%	+$3.1M	2.69%	14
2019 Q4	$1.12M	Buy	+14,028	New	+$1.07M	0.79%	16

Other funds holding ACWI

SFA

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Astoria Strategic Wealth's ACWI Position: Q2 2026 in Review

Astoria Strategic Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.02% in Q2 2026, selling an estimated $458 and leaving 12,422 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #21.

Astoria Strategic Wealth first reported a position in ACWI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.5M in Q1 2020. 183 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Astoria Strategic Wealth held 12,422 shares of iShares MSCI ACWI ETF worth $1.95M as of Q2 2026.
Astoria Strategic Wealth sold 3 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $458.
iShares MSCI ACWI ETF made up 0.45% of Astoria Strategic Wealth's portfolio in Q2 2026, its #21 holding.
Astoria Strategic Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
Astoria Strategic Wealth's iShares MSCI ACWI ETF position peaked at $3.5M in Q1 2020.
183 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.