LA
ACWI icon

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

LWM 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 		$427K Sell
2,723
-30
-1% -$4.58K 0.32% 19
2026
Q1 		$381K Hold
2,753
– – 0.33% 17
2025
Q4 		$390K Hold
2,753
– – 0.34% 17
2025
Q3 		$381K Hold
2,753
– – 0.34% 17
2025
Q2 		$354K Hold
2,753
– – 0.34% 16
2025
Q1 		$328K Hold
2,753
– – 0.34% 16
2024
Q4 		$323K Buy
+2,753
New +$330K 0.32% 16

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

LWM Advisors's ACWI Position: Q2 2026 in Review

LWM Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, selling an estimated $4.58K and leaving 2,723 shares worth $427K. The position accounts for 0.32% of the portfolio, ranked #19.

LWM Advisors first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • LWM Advisors held 2,723 shares of iShares MSCI ACWI ETF worth $427K as of Q2 2026.
  • LWM Advisors sold 30 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.58K.
  • iShares MSCI ACWI ETF made up 0.32% of LWM Advisors's portfolio in Q2 2026, its #19 holding.
  • LWM Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.