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Cathy Pareto & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cathy Pareto & Associates’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 		$232K Hold
1,477
– – 0.14% 94
2026
Q1 		$204K Hold
1,477
– – 0.14% 96
2025
Q4 		$209K Hold
1,477
– – 0.15% 90
2025
Q3 		$204K Buy
+1,477
New +$196K 0.15% 89

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Cathy Pareto & Associates's ACWI Position: Q2 2026 in Review

Cathy Pareto & Associates held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,477 shares worth $232K. The position accounts for 0.14% of the portfolio, ranked #94.

Cathy Pareto & Associates first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Cathy Pareto & Associates held 1,477 shares of iShares MSCI ACWI ETF worth $232K as of Q2 2026.
  • Cathy Pareto & Associates left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.14% of Cathy Pareto & Associates's portfolio in Q2 2026, its #94 holding.
  • Cathy Pareto & Associates first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.