AC
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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
2025
Q3 		– Sell
-10,900
Closed -$1.4M – 483
2025
Q2 		$1.4M Hold
10,900
– – 0.1% 157
2025
Q1 		$1.27M Buy
10,900
+5,500
+102% +$659K 0.11% 157
2024
Q4 		$635K Buy
+5,400
New +$648K 0.05% 244

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

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.