FSM Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

FSM Wealth 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	$520K	Buy	3,313 +79	+2%	+$12.1K	0.06%	183
2026 Q1	$447K	Hold	3,234	–	–	0.06%	178
2025 Q4	$458K	Sell	3,234 -756	-19%	-$106K	0.06%	178
2025 Q3	$552K	Buy	3,990 +27	+0.7%	+$3.59K	0.08%	163
2025 Q2	$510K	Buy	+3,963	New	+$475K	0.08%	152

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

FSM Wealth Advisors's ACWI Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,313 shares worth $520K. The position accounts for 0.06% of the portfolio, ranked #183.

FSM Wealth Advisors first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $552K in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

FSM Wealth Advisors held 3,313 shares of iShares MSCI ACWI ETF worth $520K as of Q2 2026.
FSM Wealth Advisors bought 79 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $12.1K.
iShares MSCI ACWI ETF made up 0.06% of FSM Wealth Advisors's portfolio in Q2 2026, its #183 holding.
FSM Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
FSM Wealth Advisors's iShares MSCI ACWI ETF position peaked at $552K in Q3 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.