JWA
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JFS Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

JFS Wealth 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 		$2.67K Sell
17
-14
-45% -$2.14K ﹤0.01% 1515
2026
Q1 		$4.29K Hold
31
– – ﹤0.01% 1246
2025
Q4 		$4.39K Sell
31
-2
-6% -$281 ﹤0.01% 1295
2025
Q3 		$4.56K Hold
33
– – ﹤0.01% 1151
2025
Q2 		$4.24K Hold
33
– – ﹤0.01% 1139
2025
Q1 		$3.84K Hold
33
– – ﹤0.01% 1228
2024
Q4 		$3.88K Buy
33
+1
+3% +$120 ﹤0.01% 1219
2024
Q3 		$3.83K Buy
32
+2
+7% +$229 ﹤0.01% 1222
2024
Q2 		$3.37K Hold
30
– – ﹤0.01% 1225
2024
Q1 		$3.3K Buy
30
+6
+25% +$630 ﹤0.01% 1258
2023
Q4 		$2.44K Buy
24
+1
+4% +$96 ﹤0.01% 1341
2023
Q3 		$2.13K Buy
23
+1
+5% +$96 ﹤0.01% 1339
2023
Q2 		$2.11K Buy
22
+1
+5% +$93 ﹤0.01% 1367
2023
Q1 		$1.92K Buy
21
+1
+5% +$89 ﹤0.01% 1383
2022
Q4 		$1.7K Buy
20
+4
+25% +$337 ﹤0.01% 1433
2022
Q3 		$1K Buy
16
+12
+300% +$1.04K ﹤0.01% 1460
2022
Q2 		$0 Buy
4
+1
+33% +$91 ﹤0.01% 1711
2022
Q1 		$0 Buy
3
+1
+50% +$100 ﹤0.01% 1803
2021
Q4 		$0 Buy
+2
New +$209 ﹤0.01% 1688
2021
Q3 		– Sell
-475
Closed -$48K – 828
2021
Q2 		$48K Sell
475
-17
-3% -$1.69K 0.01% 272
2021
Q1 		$47K Sell
492
-45
-8% -$4.23K 0.01% 257
2020
Q4 		$49K Buy
537
+10
+2% +$854 0.01% 252
2020
Q3 		$42K Buy
527
+45
+9% +$3.56K 0.01% 252
2020
Q2 		$36K Buy
+482
New +$33.6K 0.01% 254
2018
Q1 		– Sell
-351
Closed -$25K – 518
2017
Q4 		$25K Buy
+351
New +$24.8K 0.01% 302

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

JFS Wealth Advisors's ACWI Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 45% in Q2 2026, selling an estimated $2.14K and leaving 17 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

JFS Wealth Advisors first reported a position in ACWI in Q4 2017 and has held it in 25 quarters since. The position peaked at $49K in Q4 2020. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • JFS Wealth Advisors held 17 shares of iShares MSCI ACWI ETF worth $2.67K as of Q2 2026.
  • JFS Wealth Advisors sold 14 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.14K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1515 holding.
  • JFS Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 25 quarters since.
  • JFS Wealth Advisors's iShares MSCI ACWI ETF position peaked at $49K in Q4 2020.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.