Commonwealth Equity Services
ACWI icon

Commonwealth Equity Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Commonwealth Equity Services’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 		$13.5M Buy
86,229
+8,073
+10% +$1.23M 0.02% 785
2026
Q1 		$10.8M Sell
78,156
-5,885
-7% -$846K 0.02% 858
2025
Q4 		$11.9M Buy
84,041
+22,462
+36% +$3.15M 0.02% 806
2025
Q3 		$8.51M Buy
61,579
+6,538
+12% +$868K 0.01% 1012
2025
Q2 		$7.08M Buy
55,041
+7,526
+16% +$902K 0.01% 1102
2025
Q1 		$5.53M Buy
47,515
+6,285
+15% +$753K 0.01% 1219
2024
Q4 		$4.84M Buy
41,230
+1,682
+4% +$202K 0.01% 1256
2024
Q3 		$4.73M Sell
39,548
-346
-0.9% -$39.6K 0.01% 1253
2024
Q2 		$4.48M Sell
39,894
-7
-0% -$769 0.01% 1254
2024
Q1 		$4.39M Sell
39,901
-6,660
-14% -$699K 0.01% 1252
2023
Q4 		$4.74M Sell
46,561
-1,350
-3% -$129K 0.01% 1132
2023
Q3 		$4.43M Sell
47,911
-1,856
-4% -$178K 0.01% 1098
2023
Q2 		$4.78M Sell
49,767
-1,827
-4% -$170K 0.01% 1060
2023
Q1 		$4.7K Sell
51,594
-88,357
-63% -$7.88M 0.01% 1028
2022
Q4 		$11.9M Buy
139,951
+91,359
+188% +$7.69M 0.03% 566
2022
Q3 		$3.78M Buy
48,592
+2,931
+6% +$253K 0.01% 1043
2022
Q2 		$3.83M Sell
45,661
-1,017
-2% -$92.6K 0.01% 1037
2022
Q1 		$4.66M Sell
46,678
-15,537
-25% -$1.55M 0.01% 979
2021
Q4 		$6.58M Buy
62,215
+18,588
+43% +$1.94M 0.01% 798
2021
Q3 		$4.36M Sell
43,627
-660
-1% -$67.8K 0.01% 946
2021
Q2 		$4.48M Sell
44,287
-583
-1% -$58.1K 0.01% 913
2021
Q1 		$4.27M Sell
44,870
-60,301
-57% -$5.67M 0.01% 870
2020
Q4 		$9.54M Buy
105,171
+29,575
+39% +$2.53M 0.03% 492
2020
Q3 		$6.04M Buy
75,596
+29,428
+64% +$2.33M 0.02% 597
2020
Q2 		$3.4M Sell
46,168
-3,370
-7% -$235K 0.01% 756
2020
Q1 		$3.1M Sell
49,538
-61,699
-55% -$4.57M 0.01% 704
2019
Q4 		$8.81M Sell
111,237
-3,291
-3% -$252K 0.03% 447
2019
Q3 		$8.45M Buy
114,528
+13,926
+14% +$1.02M 0.04% 433
2019
Q2 		$7.42M Sell
100,602
-4,484
-4% -$327K 0.03% 452
2019
Q1 		$7.58M Buy
105,086
+42,389
+68% +$2.95M 0.04% 424
2018
Q4 		$4.02M Buy
62,697
+22,268
+55% +$1.53M 0.02% 568
2018
Q3 		$3M Sell
40,429
-4,151
-9% -$304K 0.01% 738
2018
Q2 		$3.17M Sell
44,580
-63,183
-59% -$4.58M 0.02% 681
2018
Q1 		$7.73M Buy
107,763
+69,820
+184% +$5.14M 0.04% 355
2017
Q4 		$2.73M Sell
37,943
-25,305
-40% -$1.79M 0.01% 696
2017
Q3 		$4.35M Sell
63,248
-28,037
-31% -$1.89M 0.03% 492
2017
Q2 		$5.98M Buy
91,285
+11,684
+15% +$758K 0.04% 378
2017
Q1 		$5.04M Buy
79,601
+4,852
+6% +$300K 0.03% 418
2016
Q4 		$4.42M Buy
74,749
+63,633
+572% +$3.73M 0.03% 418
2016
Q3 		$657K Sell
11,116
-3,136
-22% -$183K 0.01% 1219
2016
Q2 		$801K Sell
14,252
-1,752
-11% -$98.9K 0.01% 1095
2016
Q1 		$897K Sell
16,004
-6,130
-28% -$325K 0.01% 1003
2015
Q4 		$1.24M Sell
22,134
-779
-3% -$44.5K 0.01% 824
2015
Q3 		$1.24M Sell
22,913
-4,396
-16% -$253K 0.01% 792
2015
Q2 		$1.62M Sell
27,309
-436
-2% -$26.9K 0.02% 714
2015
Q1 		$1.67M Sell
27,745
-14,311
-34% -$851K 0.02% 681
2014
Q4 		$2.46M Buy
42,056
+19,622
+87% +$1.15M 0.03% 500
2014
Q3 		$1.32M Buy
22,434
+800
+4% +$48.2K 0.02% 726
2014
Q2 		$1.3M Buy
21,634
+2,316
+12% +$137K 0.02% 732
2014
Q1 		$1.12M Sell
19,318
-17,284
-47% -$982K 0.02% 748
2013
Q4 		$2.11M Sell
36,602
-2,619
-7% -$147K 0.03% 484
2013
Q3 		$2.12M Buy
39,221
+13,491
+52% +$710K 0.03% 435
2013
Q2 		$1.29M Buy
+25,730
New +$1.33M 0.02% 568

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
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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Commonwealth Equity Services's ACWI Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, buying an estimated $1.23M and bringing the position to 86,229 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #785.

Commonwealth Equity Services first reported a position in ACWI in Q2 2013 and has held it in 53 quarters since. 320 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Commonwealth Equity Services held 86,229 shares of iShares MSCI ACWI ETF worth $13.5M as of Q2 2026.
  • Commonwealth Equity Services bought 8,073 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.23M.
  • iShares MSCI ACWI ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #785 holding.
  • Commonwealth Equity Services first reported a position in iShares MSCI ACWI ETF in Q2 2013 and has held it in 53 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.