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Klaas Financial Asset Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Klaas Financial Asset 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 		$3.2M Sell
20,395
-755
-4% -$115K 0.4% 19
2026
Q1 		$2.93M Sell
21,150
-594
-3% -$85.4K 0.4% 21
2025
Q4 		$3.08M Sell
21,744
-418
-2% -$58.7K 0.45% 25
2025
Q3 		$3.06M Sell
22,162
-1,202
-5% -$160K 0.46% 24
2025
Q2 		$3M Buy
23,364
+464
+2% +$55.6K 0.48% 24
2025
Q1 		$2.67M Buy
22,900
+5
+0% +$599 0.46% 24
2024
Q4 		$2.69M Sell
22,895
-185
-0.8% -$22.2K 0.47% 24
2024
Q3 		$2.76M Sell
23,080
-492
-2% -$56.4K 0.48% 24
2024
Q2 		$2.65M Sell
23,572
-869
-4% -$95.5K 0.49% 25
2024
Q1 		$2.69M Buy
24,441
+29
+0.1% +$3.04K 0.54% 22
2023
Q4 		$2.48M Sell
24,412
-756
-3% -$72.3K 0.52% 23
2023
Q3 		$2.32M Sell
25,168
-883
-3% -$84.7K 0.53% 23
2023
Q2 		$2.5M Sell
26,051
-208
-0.8% -$19.3K 0.56% 22
2023
Q1 		$2.39M Buy
26,259
+74
+0.3% +$6.6K 0.55% 22
2022
Q4 		$2.22M Sell
26,185
-838
-3% -$70.5K 0.55% 22
2022
Q3 		$2.1M Buy
27,023
+1,786
+7% +$154K 0.53% 21
2022
Q2 		$2.12M Buy
+25,237
New +$2.3M 0.52% 22

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

Klaas Financial Asset Advisors's ACWI Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.6% in Q2 2026, selling an estimated $115K and leaving 20,395 shares worth $3.2M. The position accounts for 0.4% of the portfolio, ranked #19.

Klaas Financial Asset Advisors first reported a position in ACWI in Q2 2022 and has held it in 17 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Klaas Financial Asset Advisors held 20,395 shares of iShares MSCI ACWI ETF worth $3.2M as of Q2 2026.
  • Klaas Financial Asset Advisors sold 755 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $115K.
  • iShares MSCI ACWI ETF made up 0.4% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #19 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 17 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.