Greystone Financial Group
ACWI icon

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

Greystone 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
Q3 		$2.17M Sell
13,654
-342
-2% -$54.3K 0.6% 41
2026
Q2 		$2.2M Buy
13,996
+146
+1% +$22.3K 0.61% 43
2026
Q1 		$1.92M Sell
13,850
-5,452
-28% -$784K 0.54% 44
2025
Q4 		$2.73M Buy
19,302
+1,124
+6% +$158K 0.43% 46
2025
Q3 		$2.51M Buy
18,178
+47
+0.3% +$6.24K 0.39% 50
2025
Q2 		$2.33M Buy
18,131
+357
+2% +$42.8K 0.38% 47
2025
Q1 		$2.07M Buy
17,774
+2,394
+16% +$287K 0.38% 51
2024
Q4 		$1.81M Buy
15,380
+971
+7% +$117K 0.31% 54
2024
Q3 		$1.72M Buy
14,409
+995
+7% +$114K 0.31% 55
2024
Q2 		$1.51M Buy
13,414
+734
+6% +$80.7K 0.29% 55
2024
Q1 		$1.4M Buy
12,680
+476
+4% +$50K 0.28% 53
2023
Q4 		$1.24M Buy
12,204
+1,386
+13% +$133K 0.29% 54
2023
Q3 		$999K Buy
10,818
+397
+4% +$38.1K 0.25% 59
2023
Q2 		$1000K Buy
10,421
+302
+3% +$28K 0.23% 59
2023
Q1 		$922K Buy
10,119
+1,131
+13% +$101K 0.23% 53
2022
Q4 		$763K Buy
+8,988
New +$756K 0.22% 54
2022
Q3 		– Sell
-8,116
Closed -$681K – 68
2022
Q2 		$681K Buy
8,116
+390
+5% +$35.5K 0.21% 65
2022
Q1 		$771K Buy
7,726
+165
+2% +$16.4K 0.19% 77
2021
Q4 		$800K Buy
7,561
+1,564
+26% +$163K 0.19% 77
2021
Q3 		$599K Sell
5,997
-217
-3% -$22.3K 0.18% 80
2021
Q2 		$629K Buy
6,214
+724
+13% +$72.1K 0.16% 80
2021
Q1 		$542K Buy
5,490
+766
+16% +$72K 0.14% 79
2020
Q4 		$450K Buy
+4,724
New +$404K 0.12% 78

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Greystone Financial Group's ACWI Position: Q3 2026 in Review

Greystone Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.4% in Q3 2026, selling an estimated $54.3K and leaving 13,654 shares worth $2.17M. The position accounts for 0.6% of the portfolio, ranked #41.

Greystone Financial Group first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.73M in Q4 2025. 342 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Greystone Financial Group held 13,654 shares of iShares MSCI ACWI ETF worth $2.17M as of Q3 2026.
  • Greystone Financial Group sold 342 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $54.3K.
  • iShares MSCI ACWI ETF made up 0.6% of Greystone Financial Group's portfolio in Q3 2026, its #41 holding.
  • Greystone Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's iShares MSCI ACWI ETF position peaked at $2.73M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.