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Lee Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Lee Financial’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 		$6.48M Buy
41,299
+437
+1% +$66.8K 0.83% 16
2026
Q1 		$5.65M Sell
40,862
-483
-1% -$69.4K 0.8% 16
2025
Q4 		$5.85M Sell
41,345
-1,225
-3% -$172K 0.79% 17
2025
Q3 		$5.88M Buy
42,570
+760
+2% +$101K 0.74% 19
2025
Q2 		$5.38M Buy
41,810
+742
+2% +$89K 0.77% 19
2025
Q1 		$4.78M Buy
41,068
+584
+1% +$70K 0.73% 18
2024
Q4 		$4.76M Sell
40,484
-162
-0.4% -$19.4K 0.67% 20
2024
Q3 		$4.86M Buy
40,646
+419
+1% +$48K 0.69% 19
2024
Q2 		$4.52M Buy
40,227
+951
+2% +$105K 0.74% 19
2024
Q1 		$4.33M Buy
39,276
+1,238
+3% +$130K 0.72% 19
2023
Q4 		$3.87M Buy
38,038
+288
+0.8% +$27.6K 0.68% 20
2023
Q3 		$3.49M Buy
37,750
+2,662
+8% +$255K 0.65% 21
2023
Q2 		$3.37M Buy
35,088
+2,540
+8% +$236K 0.59% 23
2023
Q1 		$2.97M Buy
32,548
+802
+3% +$71.5K 0.51% 24
2022
Q4 		$2.69M Sell
31,746
-2,613
-8% -$220K 0.46% 28
2022
Q3 		$2.67M Buy
34,359
+2,135
+7% +$184K 0.5% 24
2022
Q2 		$2.7M Buy
32,224
+2,834
+10% +$258K 0.5% 25
2022
Q1 		$2.93M Buy
29,390
+1,275
+5% +$127K 0.52% 27
2021
Q4 		$2.97M Buy
28,115
+115
+0.4% +$12K 0.56% 27
2021
Q3 		$2.8M Buy
28,000
+708
+3% +$72.7K 0.58% 26
2021
Q2 		$2.76M Buy
27,292
+788
+3% +$78.5K 0.59% 26
2021
Q1 		$2.52M Buy
26,504
+671
+3% +$63K 0.6% 26
2020
Q4 		$2.34M Sell
25,833
-48
-0.2% -$4.1K 0.61% 25
2020
Q3 		$2.07M Sell
25,881
-1,706
-6% -$135K 0.58% 26
2020
Q2 		$2.03M Sell
27,587
-4,845
-15% -$338K 0.56% 30
2020
Q1 		$2.03M Sell
32,432
-1,573
-5% -$117K 0.67% 24
2019
Q4 		$2.69M Sell
34,005
-2,011
-6% -$154K 0.58% 27
2019
Q3 		$2.66M Buy
36,016
+915
+3% +$67.1K 0.6% 29
2019
Q2 		$2.59M Buy
35,101
+1,529
+5% +$112K 0.58% 28
2019
Q1 		$2.42M Buy
33,572
+2,499
+8% +$174K 0.57% 28
2018
Q4 		$1.99M Buy
31,073
+1,878
+6% +$129K 0.53% 28
2018
Q3 		$2.17M Buy
29,195
+1,970
+7% +$144K 0.53% 27
2018
Q2 		$1.94M Buy
27,225
+1,158
+4% +$84K 0.46% 32
2018
Q1 		$1.87M Buy
26,067
+6,588
+34% +$485K 0.47% 32
2017
Q4 		$1.4M Buy
19,479
+2,910
+18% +$206K 0.41% 46
2017
Q3 		$1.14M Buy
16,569
+1,347
+9% +$90.6K 0.37% 54
2017
Q2 		$997K Buy
15,222
+2,413
+19% +$157K 0.37% 64
2017
Q1 		$810K Buy
12,809
+4,992
+64% +$309K 0.32% 68
2016
Q4 		$463K Buy
+7,817
New +$459K 0.26% 72

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

Lee Financial's ACWI Position: Q2 2026 in Review

Lee Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, buying an estimated $66.8K and bringing the position to 41,299 shares worth $6.48M. The position accounts for 0.83% of the portfolio, ranked #16.

Lee Financial first reported a position in ACWI in Q4 2016 and has held it in 39 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Lee Financial held 41,299 shares of iShares MSCI ACWI ETF worth $6.48M as of Q2 2026.
  • Lee Financial bought 437 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $66.8K.
  • iShares MSCI ACWI ETF made up 0.83% of Lee Financial's portfolio in Q2 2026, its #16 holding.
  • Lee Financial first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 39 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.