Garde Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

Garde Capital’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	$426K	Hold	2,717	–	–	0.02%	173
2026 Q1	$376K	Hold	2,717	–	–	0.02%	147
2025 Q4	$384K	Sell	2,717 -627	-19%	-$88K	0.02%	165
2025 Q3	$462K	Hold	3,344	–	–	0.02%	169
2025 Q2	$430K	Hold	3,344	–	–	0.02%	164
2025 Q1	$389K	Hold	3,344	–	–	0.02%	167
2024 Q4	$393K	Hold	3,344	–	–	0.03%	157
2024 Q3	$400K	Hold	3,344	–	–	0.03%	152
2024 Q2	$376K	Buy	3,344 +1	+0%	+$110	0.03%	152
2024 Q1	$368K	Sell	3,343 -1	-0%	-$105	0.03%	154
2023 Q4	$340K	Hold	3,344	–	–	0.03%	154
2023 Q3	$309K	Hold	3,344	–	–	0.03%	155
2023 Q2	$321K	Hold	3,344	–	–	0.03%	180
2023 Q1	$305K	Hold	3,344	–	–	0.03%	150
2022 Q4	$284K	Hold	3,344	–	–	0.03%	148
2022 Q3	$260K	Sell	3,344 -1,878	-36%	-$162K	0.03%	145
2022 Q2	$438K	Hold	5,222	–	–	0.05%	125
2022 Q1	$521K	Buy	5,222 +3	+0.1%	+$299	0.05%	124
2021 Q4	$552K	Buy	5,219 +33	+0.6%	+$3.45K	0.05%	123
2021 Q3	$518K	Buy	5,186 +1,878	+57%	+$193K	0.05%	124
2021 Q2	$335K	Buy	3,308 +24	+0.7%	+$2.39K	0.03%	153
2021 Q1	$313K	Hold	3,284	–	–	0.04%	144
2020 Q4	$297K	Buy	3,284 +25	+0.8%	+$2.13K	0.04%	150
2020 Q3	$260K	Hold	3,259	–	–	0.04%	139
2020 Q2	$240K	Sell	3,259 -2,968	-48%	-$207K	0.03%	132
2020 Q1	$390K	Sell	6,227 -982	-14%	-$72.7K	0.07%	95
2019 Q4	$571K	Buy	7,209 +37	+0.5%	+$2.83K	0.08%	83
2019 Q3	$529K	Hold	7,172	–	–	0.08%	85
2019 Q2	$529K	Buy	7,172 +40	+0.6%	+$2.92K	0.09%	85
2019 Q1	$515K	Buy	7,132 +2	+0%	+$139	0.09%	82
2018 Q4	$457K	Buy	7,130 +31	+0.4%	+$2.13K	0.08%	116
2018 Q3	$493K	Buy	7,099 +3,868	+120%	+$283K	0.08%	116
2018 Q2	$230K	Buy	3,231 +36	+1%	+$2.61K	0.04%	159
2018 Q1	$229K	Hold	3,195	–	–	0.04%	155
2017 Q4	$230K	Buy	3,195 +30	+0.9%	+$2.12K	0.04%	156
2017 Q3	$218K	Hold	3,165	–	–	0.04%	163
2017 Q2	$207K	Buy	+3,165	New	+$205K	0.05%	127

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Garde Capital's ACWI Position: Q2 2026 in Review

Garde Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,717 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #173.

Garde Capital first reported a position in ACWI in Q2 2017 and has held it in 37 quarters since. The position peaked at $571K in Q4 2019. 548 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Garde Capital held 2,717 shares of iShares MSCI ACWI ETF worth $426K as of Q2 2026.
Garde Capital left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Garde Capital's portfolio in Q2 2026, its #173 holding.
Garde Capital first reported a position in iShares MSCI ACWI ETF in Q2 2017 and has held it in 37 quarters since.
Garde Capital's iShares MSCI ACWI ETF position peaked at $571K in Q4 2019.
548 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.