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

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

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. 843 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.
843 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.