IMA Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

IMA Advisory Services’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	$119K	Buy	755 +154	+26%	+$23.5K	0.01%	392
2026 Q1	$83.2K	Hold	601	–	–	0.01%	224
2025 Q4	$85.1K	Buy	601 +5	+0.8%	+$702	0.01%	219
2025 Q3	$82.4K	Hold	596	–	–	0.01%	208
2025 Q2	$76.6K	Buy	596 +5	+0.8%	+$599	0.01%	203
2025 Q1	$68.8K	Buy	+591	New	+$70.8K	0.01%	213

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

IMA Advisory Services's ACWI Position: Q2 2026 in Review

IMA Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 26% in Q2 2026, buying an estimated $23.5K and bringing the position to 755 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #392.

IMA Advisory Services first reported a position in ACWI in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

IMA Advisory Services held 755 shares of iShares MSCI ACWI ETF worth $119K as of Q2 2026.
IMA Advisory Services bought 154 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $23.5K.
iShares MSCI ACWI ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #392 holding.
IMA Advisory Services first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
844 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.