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Farther Finance Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Farther Finance Advisors’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 		$982K Buy
6,185
+44
+0.7% +$6.99K 0.01% 1147
2026
Q2 		$964K Sell
6,141
-1,366
-18% -$209K 0.01% 1128
2026
Q1 		$1.05M Buy
7,507
+2,562
+52% +$368K 0.01% 937
2025
Q4 		$700K Buy
4,945
+1,522
+44% +$214K 0.01% 1110
2025
Q3 		$473K Buy
3,423
+619
+22% +$82.2K 0.01% 1102
2025
Q2 		$361K Buy
2,804
+347
+14% +$41.6K 0.01% 1084
2025
Q1 		$287K Sell
2,457
-104
-4% -$12.5K 0.01% 1058
2024
Q4 		$301K Sell
2,561
-1
-0% -$120 0.01% 805
2024
Q3 		$306K Buy
2,562
+881
+52% +$101K 0.01% 818
2024
Q2 		$189K Buy
1,681
+9
+0.5% +$989 0.01% 850
2024
Q1 		$184K Sell
1,672
-888
-35% -$93.2K 0.01% 716
2023
Q4 		$261K Buy
2,560
+2,290
+848% +$219K 0.02% 489
2023
Q3 		$24.9K Buy
270
+20
+8% +$1.92K ﹤0.01% 1022
2023
Q2 		$24K Buy
+250
New +$23.2K 0.01% 940

Other funds holding ACWI

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Farther Finance Advisors's ACWI Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.72% in Q3 2026, buying an estimated $6.99K and bringing the position to 6,185 shares worth $982K. The position accounts for 0.01% of the portfolio, ranked #1147.

Farther Finance Advisors first reported a position in ACWI in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2026. 32 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Farther Finance Advisors held 6,185 shares of iShares MSCI ACWI ETF worth $982K as of Q3 2026.
  • Farther Finance Advisors bought 44 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $6.99K.
  • iShares MSCI ACWI ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1147 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's iShares MSCI ACWI ETF position peaked at $1.05M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.