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Gladstone Institutional Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gladstone Institutional Advisory’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 		$387K Buy
2,464
+66
+3% +$10.1K 0.01% 669
2026
Q1 		$332K Sell
2,398
-171
-7% -$24.6K 0.01% 640
2025
Q4 		$364K Sell
2,569
-339
-12% -$47.6K 0.01% 581
2025
Q3 		$402K Buy
2,908
+133
+5% +$17.7K 0.02% 581
2025
Q2 		$357K Buy
+2,775
New +$333K 0.01% 576

Other funds holding ACWI

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Gladstone Institutional Advisory's ACWI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI ACWI ETF (ACWI) stake by 2.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,464 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #669.

Gladstone Institutional Advisory first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q3 2025. 273 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Gladstone Institutional Advisory held 2,464 shares of iShares MSCI ACWI ETF worth $387K as of Q2 2026.
  • Gladstone Institutional Advisory bought 66 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $10.1K.
  • iShares MSCI ACWI ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #669 holding.
  • Gladstone Institutional Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
  • Gladstone Institutional Advisory's iShares MSCI ACWI ETF position peaked at $402K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.