Gutierrez Wealth Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Gutierrez Wealth Advisory’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	$979K	Buy	6,234 +1,584	+34%	+$242K	0.57%	25
2026 Q1	$643K	Hold	4,650	–	–	0.4%	32
2025 Q4	$658K	Buy	4,650 +41	+0.9%	+$5.75K	0.41%	29
2025 Q3	$637K	Hold	4,609	–	–	0.41%	29
2025 Q2	$593K	Buy	+4,609	New	+$553K	0.4%	32

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Gutierrez Wealth Advisory's ACWI Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its iShares MSCI ACWI ETF (ACWI) stake by 34% in Q2 2026, buying an estimated $242K and bringing the position to 6,234 shares worth $979K. The position accounts for 0.57% of the portfolio, ranked #25.

Gutierrez Wealth Advisory first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Gutierrez Wealth Advisory held 6,234 shares of iShares MSCI ACWI ETF worth $979K as of Q2 2026.
Gutierrez Wealth Advisory bought 1,584 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $242K.
iShares MSCI ACWI ETF made up 0.57% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #25 holding.
Gutierrez Wealth Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.