GIM
ACWI icon

Goelzer Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Goelzer Investment 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 		$243K Hold
1,546
– – 0.01% 295
2026
Q1 		$214K Hold
1,546
– – 0.01% 289
2025
Q4 		$219K Hold
1,546
– – 0.01% 265
2025
Q3 		$214K Buy
+1,546
New +$205K 0.01% 238

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
HC
HF Capital Knoxville, Tennessee $297M AUM

Goelzer Investment Management's ACWI Position: Q2 2026 in Review

Goelzer Investment Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,546 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #295.

Goelzer Investment Management first reported a position in ACWI in Q3 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Goelzer Investment Management held 1,546 shares of iShares MSCI ACWI ETF worth $243K as of Q2 2026.
  • Goelzer Investment Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #295 holding.
  • Goelzer Investment Management first reported a position in iShares MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.