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GR Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

GR Financial Group’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 		$290K Buy
1,848
+11
+0.6% +$1.68K 0.04% 22
2026
Q1 		$254K Hold
1,837
– – 0.08% 20
2025
Q4 		$260K Buy
1,837
+16
+0.9% +$2.25K 0.06% 24
2025
Q3 		$252K Sell
1,821
-86
-5% -$11.4K 0.06% 23
2025
Q2 		$245K Sell
1,907
-1,052
-36% -$126K 0.06% 22
2025
Q1 		$344K Sell
2,959
-984
-25% -$118K 0.05% 19
2024
Q4 		$463K Sell
3,943
-16
-0.4% -$1.92K 0.08% 14
2024
Q3 		$473K Hold
3,959
– – 0.08% 7
2024
Q2 		$445K Sell
3,959
-184
-4% -$20.2K 0.1% 9
2024
Q1 		$456K Sell
4,143
-437,628
-99% -$46M 0.11% 8
2023
Q4 		$45M Buy
441,771
+192,052
+77% +$18.4M 15.97% 2
2023
Q3 		$23.1M Sell
249,719
-222,583
-47% -$21.4M 6.45% 4
2023
Q2 		$45.3M Buy
472,302
+8,508
+2% +$790K 14.08% 2
2023
Q1 		$42.3M Buy
463,794
+141
+0% +$12.6K 15.06% 2
2022
Q4 		$39.4M Buy
+463,653
New +$39M 13.21% 3

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

GR Financial Group's ACWI Position: Q2 2026 in Review

GR Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.6% in Q2 2026, buying an estimated $1.68K and bringing the position to 1,848 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #22.

GR Financial Group first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $45.3M in Q2 2023. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • GR Financial Group held 1,848 shares of iShares MSCI ACWI ETF worth $290K as of Q2 2026.
  • GR Financial Group bought 11 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.68K.
  • iShares MSCI ACWI ETF made up 0.04% of GR Financial Group's portfolio in Q2 2026, its #22 holding.
  • GR Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • GR Financial Group's iShares MSCI ACWI ETF position peaked at $45.3M in Q2 2023.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on GR Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.