HighPoint Advisor Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.62M Sell
29,459
-5,847
-17% -$893K 0.16% 119
2026
Q1
$4.89M Sell
35,306
-71
-0.2% -$10.2K 0.2% 103
2025
Q4
$5.01M Buy
+35,377
New +$4.96M 0.11% 161

Other funds holding ACWI

HighPoint Advisor Group's ACWI Position: Q2 2026 in Review

HighPoint Advisor Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 17% in Q2 2026, selling an estimated $893K and leaving 29,459 shares worth $4.62M. The position accounts for 0.16% of the portfolio, ranked #119.

HighPoint Advisor Group first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.01M in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • HighPoint Advisor Group held 29,459 shares of iShares MSCI ACWI ETF worth $4.62M as of Q2 2026.
  • HighPoint Advisor Group sold 5,847 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $893K.
  • iShares MSCI ACWI ETF made up 0.16% of HighPoint Advisor Group's portfolio in Q2 2026, its #119 holding.
  • HighPoint Advisor Group first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares MSCI ACWI ETF position peaked at $5.01M in Q4 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.