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

Ballew 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 		$939K Hold
6,016
– – 0.49% 44
2026
Q1 		$873K Hold
6,016
– – 0.49% 44
2025
Q4 		$872K Hold
6,016
– – 0.49% 46
2025
Q3 		$828K Hold
6,016
– – 0.46% 48
2025
Q2 		$781K Hold
6,016
– – 0.46% 49
2025
Q1 		$668K Hold
6,016
– – 0.45% 55
2024
Q4 		$700K Buy
6,016
+128
+2% +$15.4K 0.45% 54
2024
Q3 		$704K Hold
5,888
– – 0.47% 52
2024
Q2 		$683K Hold
5,888
– – 0.45% 56
2024
Q1 		$638K Hold
5,888
– – 0.44% 56
2023
Q4 		$592K Hold
5,888
– – 0.44% 55
2023
Q3 		$537K Buy
5,888
+40
+0.7% +$3.84K 0.44% 64
2023
Q2 		$560K Hold
5,848
– – 0.4% 62
2023
Q1 		$554K Hold
5,848
– – 0.4% 63
2022
Q4 		$522K Buy
+5,848
New +$492K 0.4% 58
2020
Q3 		– Sell
-3,577
Closed -$270K – 91
2020
Q2 		$270K Sell
3,577
-190
-5% -$13.3K 0.27% 70
2020
Q1 		$236K Buy
3,767
+386
+11% +$28.6K 0.27% 60
2019
Q4 		$271K Sell
3,381
-1
-0% -$76 0.23% 79
2019
Q3 		$243K Buy
3,382
+88
+3% +$6.45K 0.22% 78
2019
Q2 		$247K Sell
3,294
-1,069
-25% -$78K 0.22% 80
2019
Q1 		$323K Sell
4,363
-100
-2% -$6.95K 0.3% 66
2018
Q4 		$308K Sell
4,463
-270
-6% -$18.5K 0.29% 67
2018
Q3 		$319K Hold
4,733
– – 0.29% 63
2018
Q2 		$337K Buy
4,733
+329
+7% +$23.9K 0.38% 58
2018
Q1 		$316K Sell
4,404
-45
-1% -$3.31K 0.28% 69
2017
Q4 		$321K Buy
+4,449
New +$315K 0.32% 69

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
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
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
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

Ballew Advisors's ACWI Position: Q2 2026 in Review

Ballew Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 6,016 shares worth $939K. The position accounts for 0.49% of the portfolio, ranked #44.

Ballew Advisors first reported a position in ACWI in Q4 2017 and has held it in 26 quarters since. 164 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Ballew Advisors held 6,016 shares of iShares MSCI ACWI ETF worth $939K as of Q2 2026.
  • Ballew Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.49% of Ballew Advisors's portfolio in Q2 2026, its #44 holding.
  • Ballew Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 26 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.