Avestar Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Avestar Capital’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	$29.8M	Buy	190,128 +13,485	+8%	+$2.06M	1.67%	9
2026 Q1	$24.4M	Buy	176,643 +54,666	+45%	+$7.86M	1.57%	9
2025 Q4	$17.3M	Sell	121,977 -4,740	-4%	-$665K	1.12%	17
2025 Q3	$17.5M	Buy	126,717 +3,422	+3%	+$455K	1.15%	15
2025 Q2	$15.9M	Buy	123,295 +76,026	+161%	+$9.12M	1.08%	16
2025 Q1	$5.5M	Buy	47,269 +31,847	+207%	+$3.82M	0.48%	44
2024 Q4	$1.81M	Buy	15,422 +6,449	+72%	+$774K	0.15%	109
2024 Q3	$1.07M	Buy	8,973 +1,273	+17%	+$146K	0.11%	143
2024 Q2	$865K	Hold	7,700	–	–	0.09%	170
2024 Q1	$848K	Sell	7,700 -10,195	-57%	-$1.07M	0.09%	170
2023 Q4	$1.82M	Buy	+17,895	New	+$1.71M	0.21%	71
2019 Q3	–	Sell	-860	Closed	-$63K	–	167
2019 Q2	$63K	Hold	860	–	–	0.04%	264
2019 Q1	$62K	Hold	860	–	–	0.04%	259
2018 Q4	$55K	Hold	860	–	–	0.04%	250
2018 Q3	$63K	Hold	860	–	–	0.04%	249
2018 Q2	$61K	Hold	860	–	–	0.04%	254
2018 Q1	$61K	Sell	860 -3,339	-80%	-$246K	0.04%	225
2017 Q4	$300K	Buy	+4,199	New	+$297K	0.22%	61

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

Avestar Capital's ACWI Position: Q2 2026 in Review

Avestar Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 7.6% in Q2 2026, buying an estimated $2.06M and bringing the position to 190,128 shares worth $29.8M. The position accounts for 1.67% of the portfolio, ranked #9.

Avestar Capital first reported a position in ACWI in Q4 2017 and has held it in 18 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Avestar Capital held 190,128 shares of iShares MSCI ACWI ETF worth $29.8M as of Q2 2026.
Avestar Capital bought 13,485 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.06M.
iShares MSCI ACWI ETF made up 1.67% of Avestar Capital's portfolio in Q2 2026, its #9 holding.
Avestar Capital first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 18 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.