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 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

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

Farther Finance Advisors's ACWI Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 18% in Q2 2026, selling an estimated $209K and leaving 6,141 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #1128.

Farther Finance Advisors first reported a position in ACWI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2026. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Farther Finance Advisors held 6,141 shares of iShares MSCI ACWI ETF worth $964K as of Q2 2026.
Farther Finance Advisors sold 1,366 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $209K.
iShares MSCI ACWI ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1128 holding.
Farther Finance Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's iShares MSCI ACWI ETF position peaked at $1.05M in Q1 2026.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.