J. Derek Lewis & Associates
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J. Derek Lewis & Associates’s iShares MSCI ACWI ETF ACWI Stock Holding History

J. Derek Lewis & Associates’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
Q3 		$1.99M Buy
12,524
+586
+5% +$93.1K 0.36% 42
2026
Q2 		$1.87M Buy
11,938
+2,644
+28% +$404K 0.35% 39
2026
Q1 		$1.29M Buy
9,294
+1,863
+25% +$268K 0.29% 49
2025
Q4 		$1.05M Buy
+7,431
New +$1.04M 0.25% 56

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

J. Derek Lewis & Associates's ACWI Position: Q3 2026 in Review

J. Derek Lewis & Associates increased its iShares MSCI ACWI ETF (ACWI) stake by 4.9% in Q3 2026, buying an estimated $93.1K and bringing the position to 12,524 shares worth $1.99M. The position accounts for 0.36% of the portfolio, ranked #42.

J. Derek Lewis & Associates first reported a position in ACWI in Q4 2025 and has held it in 4 quarters since. 523 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • J. Derek Lewis & Associates held 12,524 shares of iShares MSCI ACWI ETF worth $1.99M as of Q3 2026.
  • J. Derek Lewis & Associates bought 586 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $93.1K.
  • iShares MSCI ACWI ETF made up 0.36% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #42 holding.
  • J. Derek Lewis & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 4 quarters since.
  • 523 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.