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Guardian Wealth Advisors (North Carolina)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-526
Closed -$72.7K – 385
2026
Q1 		$72.7K Buy
+526
New +$75.6K ﹤0.01% 417
2025
Q3 		– Sell
-437
Closed -$56.2K – 358
2025
Q2 		$56.2K Buy
437
+222
+103% +$26.6K ﹤0.01% 393
2025
Q1 		$25K Buy
215
+12
+6% +$1.44K ﹤0.01% 423
2024
Q4 		$23.8K Buy
203
+19
+10% +$2.28K ﹤0.01% 404
2024
Q3 		$22K Buy
184
+125
+212% +$14.3K ﹤0.01% 350
2024
Q2 		$6.66K Buy
59
+31
+111% +$3.41K ﹤0.01% 379
2024
Q1 		$3.08K Sell
28
-1
-3% -$105 ﹤0.01% 423
2023
Q4 		$2.95K Hold
29
– – ﹤0.01% 408
2023
Q3 		$2.65K Hold
29
– – ﹤0.01% 391
2023
Q2 		$2.75K Buy
29
+28
+2,800% +$2.6K ﹤0.01% 381
2023
Q1 		$91 Sell
1
-1,691
-100% -$151K ﹤0.01% 410
2022
Q4 		$144K Buy
1,692
+10
+0.6% +$842 0.03% 209
2022
Q3 		$131K Sell
1,682
-1,039
-38% -$89.8K 0.02% 202
2022
Q2 		$228K Buy
+2,721
New +$248K 0.04% 172

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

Guardian Wealth Advisors (North Carolina)'s ACWI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 526 shares — an estimated $72.7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ACWI in Q2 2022 and held it in 14 quarters. The position peaked at $228K in Q2 2022. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 526 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $72.7K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI ACWI ETF in Q2 2022 and held it in 14 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares MSCI ACWI ETF position peaked at $228K in Q2 2022.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.