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

Genesis 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	$558K	Hold	3,555	–	–	0.33%	31
2026 Q1	$492K	Hold	3,555	–	–	0.33%	35
2025 Q4	$503K	Hold	3,555	–	–	0.34%	35
2025 Q3	$491K	Hold	3,555	–	–	0.35%	34
2025 Q2	$457K	Hold	3,555	–	–	0.34%	34
2025 Q1	$414K	Sell	3,555 -89	-2%	-$10.7K	0.34%	35
2024 Q4	$428K	Buy	+3,644	New	+$437K	0.37%	36
2015 Q2	$4.83M	Buy	81,171 +15,968	+24%	+$986K	3.92%	7
2015 Q1	$3.93M	Buy	65,203 +47,320	+265%	+$2.81M	3.26%	6
2014 Q4	$1.09M	Buy	+17,883	New	+$1.05M	0.87%	20

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

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

Genesis Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 3,555 shares worth $558K. The position accounts for 0.33% of the portfolio, ranked #31.

Genesis Wealth Advisors first reported a position in ACWI in Q4 2014 and has held it in 10 quarters since. The position peaked at $4.83M in Q2 2015. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Genesis Wealth Advisors held 3,555 shares of iShares MSCI ACWI ETF worth $558K as of Q2 2026.
Genesis Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.33% of Genesis Wealth Advisors's portfolio in Q2 2026, its #31 holding.
Genesis Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares MSCI ACWI ETF position peaked at $4.83M in Q2 2015.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.