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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares MSCI ACWI ETF ACWI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$12K Buy
76
+1
+1% +$153 ﹤0.01% 427
2026
Q1 		$10.5K Hold
75
– – ﹤0.01% 392
2025
Q4 		$10.7K Buy
+75
New +$10.5K ﹤0.01% 407

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ACWI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q2 2026, buying an estimated $153 and bringing the position to 76 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 76 shares of iShares MSCI ACWI ETF worth $12K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #427 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.