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Financial Solutions Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Financial Solutions Advisory Group’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 		$576K Hold
3,669
– – 0.07% 103
2026
Q1 		$508K Buy
+3,669
New +$527K 0.07% 107

Other funds holding ACWI

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
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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Financial Solutions Advisory Group's ACWI Position: Q2 2026 in Review

Financial Solutions Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 3,669 shares worth $576K. The position accounts for 0.07% of the portfolio, ranked #103.

Financial Solutions Advisory Group first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Financial Solutions Advisory Group held 3,669 shares of iShares MSCI ACWI ETF worth $576K as of Q2 2026.
  • Financial Solutions Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.07% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Financial Solutions Advisory Group first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.