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John W. Brooker & Co’s iShares MSCI ACWI ETF ACWI Stock Holding History

John W. Brooker & Co’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 		$242K Buy
1,544
+8
+0.5% +$1.22K 0.29% 65
2026
Q1 		$213K Sell
1,536
-59
-4% -$8.48K 0.33% 62
2025
Q4 		$226K Buy
1,595
+12
+0.8% +$1.68K 0.4% 50
2025
Q3 		$219K Hold
1,583
– – 0.44% 44
2025
Q2 		$206K Sell
1,583
-16,351
-91% -$1.96M 0.48% 35
2025
Q1 		$2.09M Buy
17,934
+967
+6% +$116K 0.86% 29
2024
Q4 		$1.99M Sell
16,967
-38
-0.2% -$4.56K 0.86% 29
2024
Q3 		$2.03M Sell
17,005
-464
-3% -$53.2K 0.93% 29
2024
Q2 		$1.96M Sell
17,469
-615
-3% -$67.6K 0.98% 27
2024
Q1 		$1.99M Sell
18,084
-1,061
-6% -$111K 1.07% 26
2023
Q4 		$1.95M Sell
19,145
-305
-2% -$29.2K 1.12% 24
2023
Q3 		$1.8M Sell
19,450
-232
-1% -$22.3K 1.14% 24
2023
Q2 		$1.89M Buy
19,682
+25
+0.1% +$2.32K 1.22% 21
2023
Q1 		$1.82M Sell
19,657
-21
-0.1% -$1.87K 1.21% 23
2022
Q4 		$1.67M Sell
19,678
-2,268
-10% -$191K 1.09% 24
2022
Q3 		$1.71M Buy
21,946
+39
+0.2% +$3.37K 1.1% 21
2022
Q2 		$1.84M Sell
21,907
-434
-2% -$39.5K 1.12% 21
2022
Q1 		$2.23M Buy
22,341
+495
+2% +$49.3K 1.21% 21
2021
Q4 		$2.31M Buy
21,846
+16,022
+275% +$1.67M 1.19% 22
2021
Q3 		$582K Buy
5,824
+4,782
+459% +$491K 0.33% 34
2021
Q2 		$105K Buy
1,042
+8
+0.8% +$797 0.06% 63
2021
Q1 		$98K Buy
1,034
+590
+133% +$55.4K 0.06% 62
2020
Q4 		$40K Buy
444
+3
+0.7% +$256 0.03% 76
2020
Q3 		$35K Hold
441
– – 0.02% 73
2020
Q2 		$32K Buy
441
+4
+0.9% +$279 0.02% 76
2020
Q1 		$27K Hold
437
– – 0.02% 80
2019
Q4 		$35K Buy
+437
New +$33.4K 0.02% 78

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

John W. Brooker & Co's ACWI Position: Q2 2026 in Review

John W. Brooker & Co increased its iShares MSCI ACWI ETF (ACWI) stake by 0.52% in Q2 2026, buying an estimated $1.22K and bringing the position to 1,544 shares worth $242K. The position accounts for 0.29% of the portfolio, ranked #65.

John W. Brooker & Co first reported a position in ACWI in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.31M in Q4 2021. 175 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • John W. Brooker & Co held 1,544 shares of iShares MSCI ACWI ETF worth $242K as of Q2 2026.
  • John W. Brooker & Co bought 8 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.22K.
  • iShares MSCI ACWI ETF made up 0.29% of John W. Brooker & Co's portfolio in Q2 2026, its #65 holding.
  • John W. Brooker & Co first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
  • John W. Brooker & Co's iShares MSCI ACWI ETF position peaked at $2.31M in Q4 2021.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.