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Henrickson Nauta Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Henrickson Nauta Wealth Advisors’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 		$544K Sell
3,467
-281
-7% -$42.9K 0.13% 55
2026
Q1 		$519K Sell
3,748
-3,748
-50% -$539K 0.15% 48
2025
Q4 		$1.08M Buy
7,496
+3,614
+93% +$507K 0.16% 45
2025
Q3 		$537K Sell
3,882
-1,995
-34% -$265K 0.17% 47
2025
Q2 		$756K Sell
5,877
-4,305
-42% -$516K 0.26% 36
2025
Q1 		$1.11M Sell
10,182
-3
-0% -$359 0.46% 22
2024
Q4 		$1.2M Hold
10,185
– – 0.49% 20
2024
Q3 		$1.22M Hold
10,185
– – 0.48% 21
2024
Q2 		$1.14M Sell
10,185
-116
-1% -$12.8K 0.49% 24
2024
Q1 		$1.12M Sell
10,301
-112
-1% -$11.8K 0.49% 22
2023
Q4 		$1.06M Hold
10,413
– – 0.52% 23
2023
Q3 		$962K Sell
10,413
-189
-2% -$18.1K 0.59% 17
2023
Q2 		$1.02M Sell
10,602
-9
-0.1% -$835 0.69% 16
2023
Q1 		$967K Sell
10,611
-71
-0.7% -$6.33K 0.7% 16
2022
Q4 		$907K Hold
10,682
– – 0.72% 18
2022
Q3 		$831K Sell
10,682
-93
-0.9% -$8.03K 0.79% 18
2022
Q2 		$904K Sell
10,775
-232
-2% -$21.1K 0.83% 15
2022
Q1 		$1.1M Sell
11,007
-8
-0.1% -$797 0.91% 12
2021
Q4 		$1.09M Buy
+11,015
New +$1.15M 0.89% 12

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

Henrickson Nauta Wealth Advisors's ACWI Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 7.5% in Q2 2026, selling an estimated $42.9K and leaving 3,467 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #55.

Henrickson Nauta Wealth Advisors first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q3 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 3,467 shares of iShares MSCI ACWI ETF worth $544K as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 281 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $42.9K.
  • iShares MSCI ACWI ETF made up 0.13% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.22M in Q3 2024.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.