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

Bellwether 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 		$934K Buy
5,951
+203
+4% +$31K 0.14% 113
2026
Q1 		$795K Sell
5,748
-110
-2% -$15.8K 0.13% 101
2025
Q4 		$829K Buy
5,858
+142
+2% +$19.9K 0.13% 76
2025
Q3 		$790K Buy
5,716
+192
+3% +$25.5K 0.13% 88
2025
Q2 		$710K Buy
5,524
+161
+3% +$19.3K 0.12% 76
2025
Q1 		$624K Buy
5,363
+187
+4% +$22.4K 0.13% 79
2024
Q4 		$608K Buy
5,176
+37
+0.7% +$4.44K 0.11% 87
2024
Q3 		$614K Buy
5,139
+161
+3% +$18.4K 0.12% 80
2024
Q2 		$560K Buy
4,978
+305
+7% +$33.5K 0.12% 85
2024
Q1 		$515K Buy
4,673
+68
+1% +$7.14K 0.11% 90
2023
Q4 		$469K Sell
4,605
-173
-4% -$16.6K 0.12% 90
2023
Q3 		$441K Buy
4,778
+33
+0.7% +$3.17K 0.12% 90
2023
Q2 		$455K Buy
4,745
+69
+1% +$6.4K 0.13% 65
2023
Q1 		$426K Sell
4,676
-177
-4% -$15.8K 0.12% 96
2022
Q4 		$412K Sell
4,853
-57
-1% -$4.8K 0.12% 99
2022
Q3 		$382K Sell
4,910
-3,889
-44% -$336K 0.13% 79
2022
Q2 		$738K Sell
8,799
-571
-6% -$52K 0.24% 68
2022
Q1 		$934K Sell
9,370
-151
-2% -$15K 0.28% 64
2021
Q4 		$1.01M Hold
9,521
– – 0.31% 61
2021
Q3 		$954K Sell
9,521
-100
-1% -$10.3K 0.32% 67
2021
Q2 		$973K Sell
9,621
-18
-0.2% -$1.79K 0.34% 64
2021
Q1 		$917K Sell
9,639
-964
-9% -$90.6K 0.36% 58
2020
Q4 		$961K Buy
+10,603
New +$906K 0.42% 48

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

Bellwether Advisors's ACWI Position: Q2 2026 in Review

Bellwether Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 3.5% in Q2 2026, buying an estimated $31K and bringing the position to 5,951 shares worth $934K. The position accounts for 0.14% of the portfolio, ranked #113.

Bellwether Advisors first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q4 2021. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Bellwether Advisors held 5,951 shares of iShares MSCI ACWI ETF worth $934K as of Q2 2026.
  • Bellwether Advisors bought 203 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $31K.
  • iShares MSCI ACWI ETF made up 0.14% of Bellwether Advisors's portfolio in Q2 2026, its #113 holding.
  • Bellwether Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares MSCI ACWI ETF position peaked at $1.01M in Q4 2021.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.