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LexAurum Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

LexAurum 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 		$7.39M Buy
47,106
+705
+2% +$108K 0.85% 29
2026
Q1 		$6.42M Buy
+46,401
New +$6.67M 0.83% 30
2025
Q3 		$7.08M Buy
51,215
+807
+2% +$107K 1% 25
2025
Q2 		$6.48M Buy
50,408
+117
+0.2% +$14K 1.02% 25
2025
Q1 		$5.85M Sell
50,291
-668
-1% -$80K 1.12% 22
2024
Q4 		$5.99M Buy
50,959
+3,112
+7% +$373K 1.19% 20
2024
Q3 		$5.72M Buy
47,847
+1,809
+4% +$207K 1.26% 20
2024
Q2 		$5.17M Sell
46,038
-1,253
-3% -$138K 1.26% 20
2024
Q1 		$5.21M Sell
47,291
-250
-0.5% -$26.3K 1.31% 18
2023
Q4 		$4.84M Sell
47,541
-59
-0.1% -$5.64K 1.27% 19
2023
Q3 		$4.4M Sell
47,600
-455
-0.9% -$43.7K 1.29% 18
2023
Q2 		$4.61M Sell
48,055
-1,030
-2% -$95.6K 1.39% 17
2023
Q1 		$4.47M Buy
49,085
+256
+0.5% +$22.8K 1.49% 16
2022
Q4 		$4.14M Buy
48,829
+3,017
+7% +$254K 1.48% 14
2022
Q3 		$3.57M Sell
45,812
-1,507
-3% -$130K 1.38% 16
2022
Q2 		$3.97M Buy
47,319
+310
+0.7% +$28.2K 1.48% 15
2022
Q1 		$4.69M Buy
47,009
+385
+0.8% +$38.4K 1.53% 15
2021
Q4 		$4.93M Buy
46,624
+309
+0.7% +$32.3K 1.61% 12
2021
Q3 		$4.63M Buy
46,315
+1,077
+2% +$111K 1.37% 12
2021
Q2 		$4.58M Buy
45,238
+4
+0% +$399 1.36% 12
2021
Q1 		$4.3M Buy
45,234
+1,121
+3% +$105K 1.47% 14
2020
Q4 		$4M Sell
44,113
-947
-2% -$80.9K 1.43% 14
2020
Q3 		$3.6M Sell
45,060
-929
-2% -$73.6K 1.48% 14
2020
Q2 		$3.39M Sell
45,989
-5,068
-10% -$354K 1.85% 12
2020
Q1 		$3.19M Buy
51,057
+5,208
+11% +$386K 2.21% 11
2019
Q4 		$3.63M Buy
45,849
+1,885
+4% +$144K 1.79% 11
2019
Q3 		$3.24M Buy
43,964
+1,672
+4% +$123K 1.92% 12
2019
Q2 		$3.12M Buy
42,292
+1,281
+3% +$93.4K 1.92% 10
2019
Q1 		$2.96M Buy
+41,011
New +$2.85M 1.96% 11

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LexAurum Advisors's ACWI Position: Q2 2026 in Review

LexAurum Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q2 2026, buying an estimated $108K and bringing the position to 47,106 shares worth $7.39M. The position accounts for 0.85% of the portfolio, ranked #29.

LexAurum Advisors first reported a position in ACWI in Q1 2019 and has held it in 29 quarters since. 345 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • LexAurum Advisors held 47,106 shares of iShares MSCI ACWI ETF worth $7.39M as of Q2 2026.
  • LexAurum Advisors bought 705 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $108K.
  • iShares MSCI ACWI ETF made up 0.85% of LexAurum Advisors's portfolio in Q2 2026, its #29 holding.
  • LexAurum Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 29 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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