Financial Engines Advisors
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Financial Engines Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Engines 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 		$1.05M Sell
6,690
-47
-0.7% -$7.18K ﹤0.01% 313
2026
Q1 		$932K Sell
6,737
-3,352
-33% -$482K ﹤0.01% 315
2025
Q4 		$1.43M Buy
10,089
+742
+8% +$104K ﹤0.01% 271
2025
Q3 		$1.29M Buy
9,347
+3,908
+72% +$519K ﹤0.01% 279
2025
Q2 		$699K Buy
5,439
+1
+0% +$120 ﹤0.01% 344
2025
Q1 		$633K Sell
5,438
-4
-0.1% -$479 ﹤0.01% 305
2024
Q4 		$639K Sell
5,442
-18
-0.3% -$2.16K ﹤0.01% 302
2024
Q3 		$653K Buy
5,460
+151
+3% +$17.3K ﹤0.01% 262
2024
Q2 		$597K Sell
5,309
-270
-5% -$29.7K ﹤0.01% 249
2024
Q1 		$614K Sell
5,579
-878
-14% -$92.2K ﹤0.01% 232
2023
Q4 		$657K Buy
6,457
+28
+0.4% +$2.68K ﹤0.01% 211
2023
Q3 		$594K Buy
6,429
+715
+13% +$68.6K ﹤0.01% 194
2023
Q2 		$548K Sell
5,714
-251
-4% -$23.3K ﹤0.01% 203
2023
Q1 		$544K Sell
5,965
-5,437
-48% -$485K ﹤0.01% 208
2022
Q4 		$968K Buy
11,402
+1,048
+10% +$88.2K ﹤0.01% 174
2022
Q3 		$805K Buy
10,354
+3,175
+44% +$274K ﹤0.01% 174
2022
Q2 		$602K Buy
7,179
+4,620
+181% +$420K ﹤0.01% 188
2022
Q1 		$255K Buy
+2,559
New +$255K ﹤0.01% 278

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Financial Engines Advisors's ACWI Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.7% in Q2 2026, selling an estimated $7.18K and leaving 6,690 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Financial Engines Advisors first reported a position in ACWI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q4 2025. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Financial Engines Advisors held 6,690 shares of iShares MSCI ACWI ETF worth $1.05M as of Q2 2026.
  • Financial Engines Advisors sold 47 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $7.18K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #313 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Engines Advisors's iShares MSCI ACWI ETF position peaked at $1.43M in Q4 2025.
  • 844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.