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 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	$1,000K	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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Greystone Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, buying an estimated $22.3K and bringing the position to 13,996 shares worth $2.2M. The position accounts for 0.61% of the portfolio, ranked #43.

Greystone Financial Group first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.73M in Q4 2025. 369 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Greystone Financial Group held 13,996 shares of iShares MSCI ACWI ETF worth $2.2M as of Q2 2026.
Greystone Financial Group bought 146 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $22.3K.
iShares MSCI ACWI ETF made up 0.61% of Greystone Financial Group's portfolio in Q2 2026, its #43 holding.
Greystone Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 22 quarters since.
Greystone Financial Group's iShares MSCI ACWI ETF position peaked at $2.73M in Q4 2025.
369 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.