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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
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

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
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's ACWI Position: Q2 2026 in Review

Eagle Strategies reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.16% in Q2 2026, selling an estimated $458 and leaving 1,880 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #235.

Eagle Strategies first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $296K in Q4 2021. 375 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Eagle Strategies held 1,880 shares of iShares MSCI ACWI ETF worth $295K as of Q2 2026.
  • Eagle Strategies sold 3 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $458.
  • iShares MSCI ACWI ETF made up 0.03% of Eagle Strategies's portfolio in Q2 2026, its #235 holding.
  • Eagle Strategies first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
  • Eagle Strategies's iShares MSCI ACWI ETF position peaked at $296K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.