Level Four Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Level Four Advisory Services’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	$378K	Hold	2,409	–	–	0.01%	693
2026 Q1	$333K	Buy	2,409 +47	+2%	+$6.76K	0.01%	685
2025 Q4	$334K	Hold	2,362	–	–	0.01%	661
2025 Q3	$327K	Hold	2,362	–	–	0.01%	650
2025 Q2	$304K	Buy	+2,362	New	+$283K	0.01%	647
2020 Q3	–	Sell	-3,073	Closed	-$226K	–	542
2020 Q2	$226K	Buy	+3,073	New	+$214K	0.02%	512
2019 Q4	–	Sell	-2,787	Closed	-$206K	–	563
2019 Q3	$206K	Sell	2,787 -92	-3%	-$6.74K	0.02%	473
2019 Q2	$212K	Hold	2,879	–	–	0.02%	493
2019 Q1	$208K	Buy	+2,879	New	+$200K	0.02%	478
2018 Q4	–	Sell	-2,879	Closed	-$214K	–	529
2018 Q3	$214K	Sell	2,879 -337	-10%	-$24.6K	0.02%	541
2018 Q2	$229K	Sell	3,216 -97	-3%	-$7.04K	0.02%	550
2018 Q1	$238K	Sell	3,313 -71,796	-96%	-$5.29M	0.02%	477
2017 Q4	$5.42M	Buy	75,109 +1,904	+3%	+$135K	0.42%	52
2017 Q3	$5.04M	Buy	+73,205	New	+$4.92M	0.45%	51
2017 Q2	–	Sell	-72,329	Closed	-$4.58M	–	473
2017 Q1	$4.58M	Buy	72,329 +1,411	+2%	+$87.4K	0.47%	49
2016 Q4	$4.2M	Buy	+70,918	New	+$4.16M	0.54%	32

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

Level Four Advisory Services's ACWI Position: Q2 2026 in Review

Level Four Advisory Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,409 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #693.

Level Four Advisory Services first reported a position in ACWI in Q4 2016 and has held it in 16 quarters since. The position peaked at $5.42M in Q4 2017. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Level Four Advisory Services held 2,409 shares of iShares MSCI ACWI ETF worth $378K as of Q2 2026.
Level Four Advisory Services left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #693 holding.
Level Four Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2016 and has held it in 16 quarters since.
Level Four Advisory Services's iShares MSCI ACWI ETF position peaked at $5.42M in Q4 2017.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.