Austin Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Austin Wealth Management’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	$1.93M	Sell	12,457 -288	-2%	-$44K	0.41%	43
2026 Q1	$1.79M	Sell	12,745 -1,496	-11%	-$215K	0.41%	42
2025 Q4	$2.05M	Sell	14,241 -533	-4%	-$74.8K	0.3%	53
2025 Q3	$2.05M	Sell	14,774 -210	-1%	-$27.9K	0.32%	51
2025 Q2	$1.95M	Sell	14,984 -4,974	-25%	-$596K	0.35%	50
2025 Q1	$2.31M	Sell	19,958 -1,329	-6%	-$159K	0.46%	39
2024 Q4	$2.55M	Sell	21,287 -2,016	-9%	-$242K	0.53%	36
2024 Q3	$2.76M	Sell	23,303 -461	-2%	-$52.8K	0.61%	35
2024 Q2	$2.74M	Sell	23,764 -135	-0.6%	-$14.8K	0.64%	35
2024 Q1	$2.67M	Sell	23,899 -727	-3%	-$76.3K	0.66%	35
2023 Q4	$2.59M	Sell	24,626 -842	-3%	-$80.6K	0.69%	35
2023 Q3	$2.49M	Buy	+25,468	New	+$2.44M	0.77%	32

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Austin Wealth Management's ACWI Position: Q2 2026 in Review

Austin Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.3% in Q2 2026, selling an estimated $44K and leaving 12,457 shares worth $1.93M. The position accounts for 0.41% of the portfolio, ranked #43.

Austin Wealth Management first reported a position in ACWI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.76M in Q3 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Austin Wealth Management held 12,457 shares of iShares MSCI ACWI ETF worth $1.93M as of Q2 2026.
Austin Wealth Management sold 288 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $44K.
iShares MSCI ACWI ETF made up 0.41% of Austin Wealth Management's portfolio in Q2 2026, its #43 holding.
Austin Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's iShares MSCI ACWI ETF position peaked at $2.76M in Q3 2024.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.