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GEN Financial Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

GEN Financial Management’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 		$281K Hold
1,788
– – 0.17% 37
2026
Q1 		$247K Hold
1,788
– – 0.15% 47
2025
Q4 		$253K Hold
1,788
– – 0.16% 44
2025
Q3 		$247K Hold
1,788
– – 0.21% 42
2025
Q2 		$230K Hold
1,788
– – 0.19% 43
2025
Q1 		$208K Hold
1,788
– – 0.14% 49
2024
Q4 		$210K Buy
+1,788
New +$215K 0.14% 52

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
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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GEN Financial Management's ACWI Position: Q2 2026 in Review

GEN Financial Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,788 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #37.

GEN Financial Management first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • GEN Financial Management held 1,788 shares of iShares MSCI ACWI ETF worth $281K as of Q2 2026.
  • GEN Financial Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.17% of GEN Financial Management's portfolio in Q2 2026, its #37 holding.
  • GEN Financial Management first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.