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J.W. Cole Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

J.W. Cole 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 		$855K Buy
+5,448
New +$832K 0.01% 794
2026
Q1 		– Sell
-4,839
Closed -$551K – 786
2025
Q4 		$551K Buy
4,839
+123
+3% +$17.3K 0.01% 854
2025
Q3 		$652K Buy
4,716
+24
+0.5% +$3.19K 0.01% 892
2025
Q2 		$603K Buy
4,692
+961
+26% +$115K 0.01% 854
2025
Q1 		$434K Sell
3,731
-701
-16% -$84K 0.01% 805
2024
Q4 		$521K Buy
4,432
+192
+5% +$23K 0.02% 593
2024
Q3 		$507K Buy
4,240
+23
+0.5% +$2.63K 0.02% 592
2024
Q2 		$474K Buy
4,217
+21
+0.5% +$2.31K 0.02% 532
2024
Q1 		$462K Sell
4,196
-1
-0% -$105 0.02% 551
2023
Q4 		$427K Buy
4,197
+23
+0.6% +$2.2K 0.03% 532
2023
Q3 		$386K Hold
4,174
– – 0.03% 486
2023
Q2 		$400K Buy
4,174
+17
+0.4% +$1.58K 0.03% 485
2023
Q1 		$379K Hold
4,157
– – 0.03% 523
2022
Q4 		$353K Sell
4,157
-2,601
-38% -$219K 0.03% 506
2022
Q3 		$526K Hold
6,758
– – 0.04% 386
2022
Q2 		$567K Sell
6,758
-84
-1% -$7.64K 0.05% 374
2022
Q1 		$683K Buy
6,842
+1
+0% +$100 0.05% 367
2021
Q4 		$724K Buy
+6,841
New +$715K 0.05% 363
2021
Q3 		– Sell
-7,926
Closed -$802K – 479
2021
Q2 		$802K Buy
7,926
+4,058
+105% +$404K 0.06% 313
2021
Q1 		$368K Sell
3,868
-76
-2% -$7.14K 0.04% 463
2020
Q4 		$358K Buy
3,944
+466
+13% +$39.8K 0.04% 424
2020
Q3 		$278K Buy
+3,478
New +$275K 0.02% 571
2020
Q1 		– Sell
-4,527
Closed -$359K – 105
2019
Q4 		$359K Buy
+4,527
New +$346K 0.05% 376

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

J.W. Cole Advisors's ACWI Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 5,448 shares worth $855K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in ACWI as recently as Q4 2025.

J.W. Cole Advisors first reported a position in ACWI in Q4 2019 and has held it in 23 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • J.W. Cole Advisors held 5,448 shares of iShares MSCI ACWI ETF worth $855K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #794 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 23 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.