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HB Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

HB Wealth Management’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 		$13.4M Sell
85,456
-253
-0.3% -$38.7K 0.08% 142
2026
Q1 		$11.9M Sell
85,709
-5,274
-6% -$758K 0.08% 141
2025
Q4 		$12.9M Sell
90,983
-8,960
-9% -$1.26M 0.08% 135
2025
Q3 		$13.8M Buy
99,943
+24,752
+33% +$3.29M 0.09% 119
2025
Q2 		$9.67M Sell
75,191
-5,200
-6% -$623K 0.08% 140
2025
Q1 		$9.36M Buy
80,391
+59,400
+283% +$7.12M 0.08% 136
2024
Q4 		$2.47M Buy
20,991
+44
+0.2% +$5.28K 0.03% 248
2024
Q3 		$2.5M Sell
20,947
-702
-3% -$80.4K 0.03% 241
2024
Q2 		$2.43M Buy
21,649
+577
+3% +$63.4K 0.03% 237
2024
Q1 		$2.32M Buy
21,072
+104
+0.5% +$10.9K 0.03% 220
2023
Q4 		$2.13M Buy
20,968
+2
+0% +$191 0.03% 217
2023
Q3 		$1.94M Sell
20,966
-281
-1% -$27K 0.03% 211
2023
Q2 		$2.04M Sell
21,247
-381
-2% -$35.4K 0.03% 199
2023
Q1 		$1.97M Hold
21,628
– – 0.03% 195
2022
Q4 		$1.84M Buy
21,628
+1
+0% +$84 0.03% 204
2022
Q3 		$1.68M Sell
21,627
-1,296
-6% -$112K 0.04% 195
2022
Q2 		$1.92M Sell
22,923
-763
-3% -$69.4K 0.04% 177
2022
Q1 		$2.36M Buy
23,686
+21,767
+1,134% +$2.17M 0.04% 164
2021
Q4 		$203K Buy
+1,919
New +$200K ﹤0.01% 494

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

HB Wealth Management's ACWI Position: Q2 2026 in Review

HB Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.3% in Q2 2026, selling an estimated $38.7K and leaving 85,456 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #142.

HB Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.8M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • HB Wealth Management held 85,456 shares of iShares MSCI ACWI ETF worth $13.4M as of Q2 2026.
  • HB Wealth Management sold 253 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $38.7K.
  • iShares MSCI ACWI ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #142 holding.
  • HB Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares MSCI ACWI ETF position peaked at $13.8M in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.