Jones Financial Companies’s iShares MSCI ACWI ETF ACWI Stock Holding History

Jones Financial Companies’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	$1.34M	Buy	8,671 +640	+8%	+$97.8K	﹤0.01%	1749
2026 Q1	$1.08M	Buy	8,031 +53	+0.7%	+$7.62K	﹤0.01%	1687
2025 Q4	$1.13M	Buy	7,978 +1,847	+30%	+$259K	﹤0.01%	1176
2025 Q3	$842K	Buy	6,131 +2,693	+78%	+$358K	﹤0.01%	1198
2025 Q2	$440K	Buy	3,438 +754	+28%	+$90.4K	﹤0.01%	1319
2025 Q1	$312K	Buy	2,684 +342	+15%	+$41K	﹤0.01%	1315
2024 Q4	$275K	Buy	2,342 +984	+72%	+$118K	﹤0.01%	1213
2024 Q3	$162K	Buy	1,358 +374	+38%	+$42.9K	﹤0.01%	1213
2024 Q2	$111K	Buy	+984	New	+$108K	﹤0.01%	1020

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Jones Financial Companies's ACWI Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI ACWI ETF (ACWI) stake by 8% in Q2 2026, buying an estimated $97.8K and bringing the position to 8,671 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Jones Financial Companies first reported a position in ACWI in Q2 2024 and has held it in 9 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Jones Financial Companies held 8,671 shares of iShares MSCI ACWI ETF worth $1.34M as of Q2 2026.
Jones Financial Companies bought 640 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $97.8K.
iShares MSCI ACWI ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1749 holding.
Jones Financial Companies first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 9 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.