Beacon Investment Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beacon Investment Advisory Services’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	$40.4M	Buy	257,110 +66,553	+35%	+$10.2M	1.5%	20
2026 Q1	$26.4M	Buy	190,557 +70,700	+59%	+$10.2M	1.08%	27
2025 Q4	$17M	Buy	119,857 +71,721	+149%	+$10.1M	0.69%	44
2025 Q3	$6.65M	Buy	48,136 +1,817	+4%	+$241K	0.28%	82
2025 Q2	$5.96M	Buy	+46,319	New	+$5.55M	0.26%	81
2025 Q1	–	Sell	-2,412	Closed	-$283K	–	238
2024 Q4	$283K	Buy	+2,412	New	+$289K	0.01%	213
2021 Q3	–	Sell	-3,071	Closed	-$311K	–	297
2021 Q2	$311K	Sell	3,071 -1,435	-32%	-$143K	0.01%	256
2021 Q1	$429K	Hold	4,506	–	–	0.02%	215
2020 Q4	$409K	Hold	4,506	–	–	0.02%	202
2020 Q3	$360K	Sell	4,506 -23	-0.5%	-$1.82K	0.02%	192
2020 Q2	$334K	Sell	4,529 -1,246	-22%	-$86.9K	0.02%	189
2020 Q1	$361K	Sell	5,775 -126	-2%	-$9.33K	0.03%	179
2019 Q4	$468K	Sell	5,901 -17,911	-75%	-$1.37M	0.03%	182
2019 Q3	$1.76M	Buy	+23,812	New	+$1.75M	0.18%	95
2019 Q1	–	Sell	-27,616	Closed	-$1.77M	–	221
2018 Q4	$1.77M	Buy	+27,616	New	+$1.9M	0.2%	92

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

Beacon Investment Advisory Services's ACWI Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 35% in Q2 2026, buying an estimated $10.2M and bringing the position to 257,110 shares worth $40.4M. The position accounts for 1.5% of the portfolio, ranked #20.

Beacon Investment Advisory Services first reported a position in ACWI in Q4 2018 and has held it in 15 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Beacon Investment Advisory Services held 257,110 shares of iShares MSCI ACWI ETF worth $40.4M as of Q2 2026.
Beacon Investment Advisory Services bought 66,553 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $10.2M.
iShares MSCI ACWI ETF made up 1.5% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #20 holding.
Beacon Investment Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 15 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.