LA
ACWI icon

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

LVW 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 		$605K Sell
3,853
-348
-8% -$53.2K 0.05% 204
2026
Q1 		$581K Buy
4,201
+1,022
+32% +$147K 0.06% 188
2025
Q4 		$450K Sell
3,179
-69
-2% -$9.68K 0.05% 206
2025
Q3 		$449K Hold
3,248
– – 0.05% 212
2025
Q2 		$418K Buy
3,248
+171
+6% +$20.5K 0.05% 208
2025
Q1 		$358K Sell
3,077
-1,122
-27% -$134K 0.04% 214
2024
Q4 		$493K Sell
4,199
-68
-2% -$8.16K 0.06% 192
2024
Q3 		$510K Sell
4,267
-438
-9% -$50.2K 0.06% 184
2024
Q2 		$529K Sell
4,705
-616
-12% -$67.7K 0.08% 161
2024
Q1 		$586K Sell
5,321
-5,170
-49% -$543K 0.1% 148
2023
Q4 		$1.07M Sell
10,491
-3,241
-24% -$310K 0.2% 78
2023
Q3 		$1.27M Sell
13,732
-4,810
-26% -$461K 0.26% 72
2023
Q2 		$1.78M Sell
18,542
-541
-3% -$50.2K 0.34% 65
2023
Q1 		$1.74M Sell
19,083
-19,800
-51% -$1.77M 0.34% 67
2022
Q4 		$3.3M Buy
38,883
+27,460
+240% +$2.31M 0.67% 45
2022
Q3 		$889K Buy
11,423
+8,375
+275% +$724K 0.2% 83
2022
Q2 		$256K Buy
+3,048
New +$277K 0.05% 199

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

LVW Advisors's ACWI Position: Q2 2026 in Review

LVW Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 8.3% in Q2 2026, selling an estimated $53.2K and leaving 3,853 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #204.

LVW Advisors first reported a position in ACWI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.3M in Q4 2022. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • LVW Advisors held 3,853 shares of iShares MSCI ACWI ETF worth $605K as of Q2 2026.
  • LVW Advisors sold 348 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $53.2K.
  • iShares MSCI ACWI ETF made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #204 holding.
  • LVW Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 17 quarters since.
  • LVW Advisors's iShares MSCI ACWI ETF position peaked at $3.3M in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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