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

CGN 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 		$254K Hold
1,617
– – 0.02% 295
2026
Q1 		$224K Hold
1,617
– – 0.02% 306
2025
Q4 		$229K Hold
1,617
– – 0.02% 296
2025
Q3 		$224K Hold
1,617
– – 0.02% 296
2025
Q2 		$208K Buy
+1,617
New +$194K 0.02% 292

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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
TCK
Topor & Co Korea Seoul $127M AUM
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CGN Advisors's ACWI Position: Q2 2026 in Review

CGN Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,617 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #295.

CGN Advisors first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • CGN Advisors held 1,617 shares of iShares MSCI ACWI ETF worth $254K as of Q2 2026.
  • CGN Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.02% of CGN Advisors's portfolio in Q2 2026, its #295 holding.
  • CGN Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.