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

Clearstead 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 		$26.5M Sell
168,965
-18,064
-10% -$2.76M 0.25% 85
2026
Q1 		$25.9M Buy
187,029
+124,773
+200% +$17.9M 0.24% 82
2025
Q4 		$8.81M Sell
62,256
-159
-0.3% -$22.3K 0.11% 147
2025
Q3 		$8.63M Sell
62,415
-3,229
-5% -$429K 0.11% 149
2025
Q2 		$8.44M Buy
65,644
+3,741
+6% +$449K 0.12% 144
2025
Q1 		$7.2M Buy
61,903
+2,166
+4% +$260K 0.11% 146
2024
Q4 		$7.02M Buy
59,737
+9,857
+20% +$1.18M 0.11% 146
2024
Q3 		$5.96M Buy
49,880
+1,830
+4% +$210K 0.09% 163
2024
Q2 		$5.4M Buy
48,050
+39,951
+493% +$4.39M 0.09% 172
2024
Q1 		$893K Buy
8,099
+241
+3% +$25.3K 0.04% 242
2023
Q4 		$800K Sell
7,858
-7,542
-49% -$722K 0.04% 250
2023
Q3 		$1.42M Buy
15,400
+7,754
+101% +$744K 0.04% 260
2023
Q2 		$734K Sell
7,646
-35,195
-82% -$3.27M 0.04% 243
2023
Q1 		$3.91M Sell
42,841
-101,085
-70% -$9.02M 0.28% 75
2022
Q4 		$12.2M Buy
143,926
+85,664
+147% +$7.21M 0.96% 19
2022
Q3 		$4.54M Buy
58,262
+36,646
+170% +$3.17M 0.42% 52
2022
Q2 		$1.81M Buy
21,616
+19,744
+1,055% +$1.8M 0.14% 127
2022
Q1 		$187K Buy
1,872
+981
+110% +$97.7K 0.01% 415
2021
Q4 		$94K Hold
891
– – 0.01% 538
2021
Q3 		$89K Hold
891
– – 0.01% 507
2021
Q2 		$90K Buy
+891
New +$88.8K 0.01% 472
2020
Q3 		– Sell
-603
Closed -$44K – 882
2020
Q2 		$44K Sell
603
-24
-4% -$1.67K 0.01% 443
2020
Q1 		$39K Buy
+627
New +$46.4K 0.01% 436
2018
Q3 		– Sell
-3,013
Closed -$214K – 229
2018
Q2 		$214K Sell
3,013
-72
-2% -$5.22K 0.03% 213
2018
Q1 		$221K Hold
3,085
– – 0.03% 208
2017
Q4 		$222K Buy
3,085
+18
+0.6% +$1.27K 0.03% 208
2017
Q3 		$211K Hold
3,067
– – 0.03% 234
2017
Q2 		$201K Sell
3,067
-1,041
-25% -$67.6K 0.03% 228
2017
Q1 		$260K Buy
4,108
+543
+15% +$33.6K 0.04% 195
2016
Q4 		$211K Buy
+3,565
New +$209K 0.03% 198

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clearstead Advisors's ACWI Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 9.7% in Q2 2026, selling an estimated $2.76M and leaving 168,965 shares worth $26.5M. The position accounts for 0.25% of the portfolio, ranked #85.

Clearstead Advisors first reported a position in ACWI in Q4 2016 and has held it in 30 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Clearstead Advisors held 168,965 shares of iShares MSCI ACWI ETF worth $26.5M as of Q2 2026.
  • Clearstead Advisors sold 18,064 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.76M.
  • iShares MSCI ACWI ETF made up 0.25% of Clearstead Advisors's portfolio in Q2 2026, its #85 holding.
  • Clearstead Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 30 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.