Continuum Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Continuum Advisory’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	$36.3K	Buy	+231	New	+$35.3K	﹤0.01%	874
2025 Q2	–	Sell	-257	Closed	-$29.9K	–	434
2025 Q1	$29.9K	Hold	257	–	–	﹤0.01%	783
2024 Q4	$30.2K	Hold	257	–	–	﹤0.01%	761
2024 Q3	$30.8K	Buy	257 +10	+4%	+$1.15K	﹤0.01%	747
2024 Q2	$27.8K	Buy	+247	New	+$27.1K	﹤0.01%	734
2018 Q1	–	Sell	-3,448	Closed	-$249K	–	137
2017 Q4	$249K	Buy	+3,448	New	+$244K	0.19%	134

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Continuum Advisory's ACWI Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 231 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #874 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in ACWI as recently as Q1 2025.

Continuum Advisory first reported a position in ACWI in Q4 2017 and has held it in 6 quarters since. The position peaked at $249K in Q4 2017. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Continuum Advisory held 231 shares of iShares MSCI ACWI ETF worth $36.3K as of Q2 2026.
iShares MSCI ACWI ETF was a new Continuum Advisory position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #874 holding.
Continuum Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 6 quarters since.
Continuum Advisory's iShares MSCI ACWI ETF position peaked at $249K in Q4 2017.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.