LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$25.1K Hold
160
– – ﹤0.01% 479
2026
Q1 		$23.2K Hold
160
– – ﹤0.01% 479
2025
Q4 		$23.5K Buy
+160
New +$22.5K ﹤0.01% 465

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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

Loring Wolcott & Coolidge Fiduciary Advisors's ACWI Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 160 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 642 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 160 shares of iShares MSCI ACWI ETF worth $25.1K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #479 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 642 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.