IFP Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

IFP 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	$361K	Sell	2,297 -1,000	-30%	-$153K	0.01%	1202
2026 Q1	$456K	Sell	3,297 -423	-11%	-$60.8K	0.01%	1008
2025 Q4	$526K	Buy	3,720 +731	+24%	+$103K	0.01%	904
2025 Q3	$413K	Sell	2,989 -1,250	-29%	-$166K	0.01%	931
2025 Q2	$545K	Buy	4,239 +165	+4%	+$19.8K	0.02%	798
2025 Q1	$474K	Buy	4,074 +200	+5%	+$24K	0.01%	794
2024 Q4	$455K	Buy	3,874 +401	+12%	+$48.1K	0.01%	770
2024 Q3	$415K	Sell	3,473 -76	-2%	-$8.71K	0.02%	766
2024 Q2	$399K	Sell	3,549 -3,097	-47%	-$340K	0.02%	734
2024 Q1	$732K	Buy	6,646 +157	+2%	+$16.5K	0.03%	496
2023 Q4	$660K	Buy	6,489 +222	+4%	+$21.2K	0.03%	497
2023 Q3	$579K	Sell	6,267 -1,030	-14%	-$98.8K	0.03%	543
2023 Q2	$700K	Sell	7,297 -1,083	-13%	-$101K	0.03%	537
2023 Q1	$612K	Buy	8,380 +84	+1%	+$7.49K	0.03%	531
2022 Q4	$622K	Sell	8,296 -19,801	-70%	-$1.67M	0.02%	795
2022 Q3	$2.12M	Sell	28,097 -17,598	-39%	-$1.52M	0.06%	372
2022 Q2	$3.35M	Hold	45,695	–	–	0.11%	219
2022 Q1	$3.35M	Buy	45,695 +37,739	+474%	+$3.76M	0.11%	219
2021 Q4	$842K	Buy	7,956 +5	+0.1%	+$522	0.02%	448
2021 Q3	$798K	Sell	7,951 -167	-2%	-$17.1K	0.02%	451
2021 Q2	$822K	Buy	8,118 +593	+8%	+$59.1K	0.02%	415
2021 Q1	$714K	Sell	7,525 -367	-5%	-$34.5K	0.01%	431
2020 Q4	$715K	Buy	7,892 +46	+0.6%	+$3.93K	0.03%	414
2020 Q3	$628K	Buy	7,846 +1,576	+25%	+$125K	0.04%	384
2020 Q2	$462K	Buy	6,270 +1,536	+32%	+$107K	0.04%	435
2020 Q1	$301K	Buy	4,734 +2,695	+132%	+$200K	0.03%	452
2019 Q4	$162K	Buy	2,039 +813	+66%	+$62.2K	0.01%	740
2019 Q3	$90K	Buy	+1,226	New	+$89.8K	0.01%	1105
2019 Q1	–	Sell	-990	Closed	-$63K	–	2355
2018 Q4	$63K	Buy	990 +578	+140%	+$39.7K	﹤0.01%	1461
2018 Q3	$31K	Hold	412	–	–	﹤0.01%	2173
2018 Q2	$29K	Sell	412 -2,999	-88%	-$218K	﹤0.01%	2239
2018 Q1	$246K	Hold	3,411	–	–	0.01%	899
2017 Q4	$246K	Buy	3,411 +516	+18%	+$36.5K	0.01%	901
2017 Q3	$199K	Sell	2,895 -77	-3%	-$5.18K	0.01%	1146
2017 Q2	$195K	Buy	2,972 +98	+3%	+$6.36K	0.01%	1137
2017 Q1	$182K	Buy	2,874 +5	+0.2%	+$310	0.01%	1162
2016 Q4	$170K	Sell	2,869 -151	-5%	-$8.86K	0.01%	1133
2016 Q3	$178K	Sell	3,020 -64	-2%	-$3.73K	0.01%	1056
2016 Q2	$173K	Buy	+3,084	New	+$174K	0.01%	1043
2016 Q1	–	Sell	-4,430	Closed	-$247K	–	2352
2015 Q4	$247K	Buy	+4,430	New	+$253K	0.02%	748

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

IFP Advisors's ACWI Position: Q2 2026 in Review

IFP Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 30% in Q2 2026, selling an estimated $153K and leaving 2,297 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #1202.

IFP Advisors first reported a position in ACWI in Q4 2015 and has held it in 40 quarters since. The position peaked at $3.35M in Q2 2022. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

IFP Advisors held 2,297 shares of iShares MSCI ACWI ETF worth $361K as of Q2 2026.
IFP Advisors sold 1,000 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $153K.
iShares MSCI ACWI ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1202 holding.
IFP Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 40 quarters since.
IFP Advisors's iShares MSCI ACWI ETF position peaked at $3.35M in Q2 2022.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.