CWA
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Clarus Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clarus Wealth 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
Q1 		– Sell
-17,494
Closed -$2.53M – 89
2025
Q4 		$2.53M Sell
17,494
-88
-0.5% -$12.3K 1.05% 28
2025
Q3 		$2.45M Buy
17,582
+201
+1% +$26.7K 1.09% 25
2025
Q2 		$2.24M Buy
17,381
+318
+2% +$38.1K 1.04% 26
2025
Q1 		$1.92M Buy
17,063
+1,021
+6% +$122K 1.03% 23
2024
Q4 		$1.87M Buy
16,042
+1,045
+7% +$125K 0.93% 30
2024
Q3 		$1.78M Buy
14,997
+203
+1% +$23.3K 0.91% 30
2024
Q2 		$1.71M Buy
+14,794
New +$1.63M 0.91% 28
2022
Q4 		– Sell
-32,205
Closed -$2.52M – 116
2022
Q3 		$2.52M Sell
32,205
-473
-1% -$40.9K 1.8% 19
2022
Q2 		$2.75M Sell
32,678
-6,378
-16% -$580K 1.94% 19
2022
Q1 		$3.81M Buy
39,056
+1,523
+4% +$152K 2.37% 16
2021
Q4 		$3.97M Buy
37,533
+15,899
+73% +$1.66M 2.29% 15
2021
Q3 		$2.17M Buy
21,634
+1,031
+5% +$106K 1.34% 20
2021
Q2 		$2.11M Buy
20,603
+2,414
+13% +$241K 1.32% 23
2021
Q1 		$1.79M Buy
18,189
+383
+2% +$36K 1.12% 24
2020
Q4 		$1.65M Sell
17,806
-13
-0.1% -$1.11K 1.1% 25
2020
Q3 		$1.43M Buy
17,819
+3,140
+21% +$249K 1.11% 23
2020
Q2 		$1.11M Sell
14,679
-251
-2% -$17.5K 0.93% 25
2020
Q1 		$896K Sell
14,930
-1,726
-10% -$128K 0.9% 23
2019
Q4 		$1.34M Buy
+16,656
New +$1.27M 0.88% 20
2019
Q3 		– Sell
-35
Closed -$3K – 150
2019
Q2 		$3K Buy
35
+4
+13% +$292 ﹤0.01% 538
2019
Q1 		$2K Buy
31
+6
+24% +$417 ﹤0.01% 654
2018
Q4 		$2K Sell
25
-23
-48% -$1.58K ﹤0.01% 639
2018
Q3 		$4K Sell
48
-1,215
-96% -$88.9K ﹤0.01% 622
2018
Q2 		$91K Buy
+1,263
New +$91.6K 0.07% 210

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Clarus Wealth Advisors's ACWI Position: Q1 2026 in Review

Clarus Wealth Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 17,494 shares — an estimated $2.53M sold.

Clarus Wealth Advisors first reported a position in ACWI in Q2 2018 and held it in 24 quarters. The position peaked at $3.97M in Q4 2021. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Clarus Wealth Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Clarus Wealth Advisors sold 17,494 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $2.53M.
  • Clarus Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2018 and held it in 24 quarters.
  • Clarus Wealth Advisors's iShares MSCI ACWI ETF position peaked at $3.97M in Q4 2021.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Clarus Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.