Eagle Strategies
ACWI icon

Eagle Strategies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Eagle Strategies’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
Q3 		$297K Sell
1,873
-7
-0.4% -$1.11K 0.03% 236
2026
Q2 		$295K Sell
1,880
-3
-0.2% -$458 0.03% 235
2026
Q1 		$261K Sell
1,883
-167
-8% -$24K 0.03% 228
2025
Q4 		$290K Sell
2,050
-5
-0.2% -$702 0.04% 216
2025
Q3 		$284K Sell
2,055
-92
-4% -$12.2K 0.04% 214
2025
Q2 		$276K Buy
2,147
+9
+0.4% +$1.08K 0.04% 197
2025
Q1 		$249K Sell
2,138
-24
-1% -$2.88K 0.04% 194
2024
Q4 		$254K Buy
2,162
+11
+0.5% +$1.32K 0.04% 193
2024
Q3 		$257K Sell
2,151
-62
-3% -$7.1K 0.05% 184
2024
Q2 		$249K Buy
+2,213
New +$243K 0.05% 182
2024
Q1 		– Sell
-2,312
Closed -$235K – 266
2023
Q4 		$235K Buy
2,312
+13
+0.6% +$1.24K 0.05% 175
2023
Q3 		$212K Sell
2,299
-37
-2% -$3.55K 0.05% 174
2023
Q2 		$224K Sell
2,336
-263
-10% -$24.4K 0.05% 175
2023
Q1 		$237K Sell
2,599
-9
-0.3% -$803 0.06% 161
2022
Q4 		$221K Sell
2,608
-17
-0.6% -$1.43K 0.07% 159
2022
Q3 		$204K Buy
2,625
+1
+0% +$86 0.11% 100
2022
Q2 		$220K Sell
2,624
-79
-3% -$7.19K 0.08% 128
2022
Q1 		$270K Sell
2,703
-94
-3% -$9.37K 0.11% 119
2021
Q4 		$296K Buy
+2,797
New +$292K 0.12% 117

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Eagle Strategies's ACWI Position: Q3 2026 in Review

Eagle Strategies reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.37% in Q3 2026, selling an estimated $1.11K and leaving 1,873 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #236.

Eagle Strategies first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. 610 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Eagle Strategies held 1,873 shares of iShares MSCI ACWI ETF worth $297K as of Q3 2026.
  • Eagle Strategies sold 7 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $1.11K.
  • iShares MSCI ACWI ETF made up 0.03% of Eagle Strategies's portfolio in Q3 2026, its #236 holding.
  • Eagle Strategies first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.