Essex Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Essex Financial 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	$358K	Hold	2,281	–	–	0.02%	593
2026 Q1	$316K	Hold	2,281	–	–	0.02%	595
2025 Q4	$323K	Hold	2,281	–	–	0.02%	578
2025 Q3	$315K	Hold	2,281	–	–	0.02%	570
2025 Q2	$293K	Hold	2,281	–	–	0.02%	555
2025 Q1	$265K	Hold	2,281	–	–	0.02%	527
2024 Q4	$268K	Sell	2,281 -108	-5%	-$13K	0.02%	518
2024 Q3	$286K	Sell	2,389 -1,535	-39%	-$176K	0.02%	509
2024 Q2	$432K	Sell	3,924 -91	-2%	-$10K	0.03%	396
2024 Q1	$442K	Sell	4,015 -99	-2%	-$10.4K	0.04%	350
2023 Q4	$419K	Hold	4,114	–	–	0.04%	335
2023 Q3	$380K	Sell	4,114 -624	-13%	-$59.9K	0.04%	331
2023 Q2	$455K	Hold	4,738	–	–	0.05%	300
2023 Q1	$432K	Hold	4,738	–	–	0.05%	315
2022 Q4	$402K	Hold	4,738	–	–	0.04%	320
2022 Q3	$369K	Hold	4,738	–	–	0.04%	304
2022 Q2	$397K	Hold	4,738	–	–	0.04%	311
2022 Q1	$473K	Hold	4,738	–	–	0.05%	301
2021 Q4	$501K	Hold	4,738	–	–	0.05%	284
2021 Q3	$473K	Buy	4,738 +900	+23%	+$92.4K	0.05%	277
2021 Q2	$365K	Hold	3,838	–	–	0.05%	283
2021 Q1	$365K	Buy	3,838 +1,580	+70%	+$148K	0.07%	230
2020 Q4	$205K	Buy	+2,258	New	+$193K	0.04%	301
2014 Q3	–	Sell	-3,900	Closed	-$235K	–	299
2014 Q2	$235K	Hold	3,900	–	–	0.07%	261
2014 Q1	$227K	Hold	3,900	–	–	0.07%	249
2013 Q4	$225K	Buy	+3,900	New	+$218K	0.08%	246

Other funds holding ACWI

HIIFS

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

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

HF Capital Knoxville, Tennessee $297M AUM

Essex Financial Services's ACWI Position: Q2 2026 in Review

Essex Financial Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,281 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #593.

Essex Financial Services first reported a position in ACWI in Q4 2013 and has held it in 26 quarters since. The position peaked at $501K in Q4 2021. 588 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Essex Financial Services held 2,281 shares of iShares MSCI ACWI ETF worth $358K as of Q2 2026.
Essex Financial Services left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #593 holding.
Essex Financial Services first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 26 quarters since.
Essex Financial Services's iShares MSCI ACWI ETF position peaked at $501K in Q4 2021.
588 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.