Client 1st Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Client 1st Advisory Group’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	$669K	Hold	4,264	–	–	0.17%	68
2026 Q1	$590K	Sell	4,264 -341	-7%	-$49K	0.18%	68
2025 Q4	$652K	Sell	4,605 -112	-2%	-$15.7K	0.2%	62
2025 Q3	$652K	Hold	4,717	–	–	0.22%	57
2025 Q2	$607K	Hold	4,717	–	–	0.22%	58
2025 Q1	$549K	Sell	4,717 -100	-2%	-$12K	0.21%	61
2024 Q4	$566K	Buy	4,817 +1,083	+29%	+$130K	0.22%	59
2024 Q3	$446K	Hold	3,734	–	–	0.18%	68
2024 Q2	$420K	Hold	3,734	–	–	0.18%	68
2024 Q1	$411K	Sell	3,734 -1,083	-22%	-$114K	0.18%	64
2023 Q4	$490K	Hold	4,817	–	–	0.24%	56
2023 Q3	$445K	Sell	4,817 -103	-2%	-$9.88K	0.24%	57
2023 Q2	$472K	Hold	4,920	–	–	0.25%	54
2023 Q1	$449K	Hold	4,920	–	–	0.24%	53
2022 Q4	$418K	Hold	4,920	–	–	0.24%	53
2022 Q3	$383K	Hold	4,920	–	–	0.24%	53
2022 Q2	$413K	Sell	4,920 -148	-3%	-$13.5K	0.25%	46
2022 Q1	$506K	Hold	5,068	–	–	0.25%	46
2021 Q4	$536K	Hold	5,068	–	–	0.26%	43
2021 Q3	$506K	Hold	5,068	–	–	0.26%	44
2021 Q2	$513K	Sell	5,068 -3,569	-41%	-$356K	0.27%	41
2021 Q1	$822K	Sell	8,637 -2,482	-22%	-$233K	0.47%	28
2020 Q4	$1.02M	Sell	11,119 -143	-1%	-$12.2K	0.67%	19
2020 Q3	$966K	Sell	11,262 -32,491	-74%	-$2.57M	0.68%	22
2020 Q2	$3.41M	Sell	43,753 -148,734	-77%	-$10.4M	2.83%	13
2020 Q1	$12M	Buy	192,487 +13,124	+7%	+$972K	12.71%	2
2019 Q4	$14.2M	Buy	+179,363	New	+$13.7M	14.01%	1

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Client 1st Advisory Group's ACWI Position: Q2 2026 in Review

Client 1st Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,264 shares worth $669K. The position accounts for 0.17% of the portfolio, ranked #68.

Client 1st Advisory Group first reported a position in ACWI in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.2M in Q4 2019. 148 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Client 1st Advisory Group held 4,264 shares of iShares MSCI ACWI ETF worth $669K as of Q2 2026.
Client 1st Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.17% of Client 1st Advisory Group's portfolio in Q2 2026, its #68 holding.
Client 1st Advisory Group first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
Client 1st Advisory Group's iShares MSCI ACWI ETF position peaked at $14.2M in Q4 2019.
148 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.