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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
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

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

J. Derek Lewis & Associates's ACWI Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q2 2026, buying an estimated $404K and bringing the position to 11,938 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #39.

J. Derek Lewis & Associates first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • J. Derek Lewis & Associates held 11,938 shares of iShares MSCI ACWI ETF worth $1.87M as of Q2 2026.
  • J. Derek Lewis & Associates bought 2,644 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $404K.
  • iShares MSCI ACWI ETF made up 0.35% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #39 holding.
  • J. Derek Lewis & Associates first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.