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Golden State Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Golden State Wealth 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 		$4.46M Sell
28,399
-3,510
-11% -$536K 0.41% 47
2026
Q1 		$4.42M Buy
31,909
+3,441
+12% +$495K 0.48% 41
2025
Q4 		$4.03M Buy
28,468
+190
+0.7% +$26.7K 0.43% 45
2025
Q3 		$3.91M Sell
28,278
-135
-0.5% -$17.9K 0.43% 45
2025
Q2 		$3.65M Buy
28,413
+1,771
+7% +$212K 0.44% 42
2025
Q1 		$3.1M Buy
26,642
+1,580
+6% +$189K 0.46% 42
2024
Q4 		$2.94M Buy
+25,062
New +$3.01M 0.44% 47
2022
Q1 		$1.49M Buy
14,973
+160
+1% +$15.9K 0.29% 68
2021
Q4 		$1.57M Buy
14,813
+146
+1% +$15.3K 0.27% 69
2021
Q3 		$1.47M Buy
14,667
+1,009
+7% +$104K 0.32% 59
2021
Q2 		$1.38M Buy
13,658
+98
+0.7% +$9.77K 0.3% 66
2021
Q1 		$1.29M Buy
13,560
+109
+0.8% +$10.2K 0.43% 44
2020
Q4 		$1.22M Buy
13,451
+1,417
+12% +$121K 0.35% 55
2020
Q3 		$962K Buy
+12,034
New +$953K 0.32% 52
2020
Q2 		– Sell
-11,967
Closed -$749K – 211
2020
Q1 		$749K Buy
+11,967
New +$886K 0.33% 53
2019
Q4 		– Sell
-8,620
Closed -$636K – 66
2019
Q3 		$636K Sell
8,620
-588
-6% -$43.1K 0.21% 87
2019
Q2 		$678K Buy
9,208
+11
+0.1% +$802 0.22% 94
2019
Q1 		$664K Buy
+9,197
New +$639K 0.22% 97

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

Golden State Wealth Management's ACWI Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q2 2026, selling an estimated $536K and leaving 28,399 shares worth $4.46M. The position accounts for 0.41% of the portfolio, ranked #47.

Golden State Wealth Management first reported a position in ACWI in Q1 2019 and has held it in 18 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Golden State Wealth Management held 28,399 shares of iShares MSCI ACWI ETF worth $4.46M as of Q2 2026.
  • Golden State Wealth Management sold 3,510 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $536K.
  • iShares MSCI ACWI ETF made up 0.41% of Golden State Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 18 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.