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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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. 843 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.
  • 843 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.