Magnus Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Magnus Financial Group’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	$658K	Buy	4,191 +11	+0.3%	+$1.68K	0.05%	205
2026 Q1	$578K	Buy	4,180 +99	+2%	+$14.2K	0.05%	206
2025 Q4	$577K	Sell	4,081 -25	-0.6%	-$3.51K	0.04%	236
2025 Q3	$568K	Sell	4,106 -1	-0%	-$133	0.04%	236
2025 Q2	$528K	Buy	4,107 +3	+0.1%	+$360	0.05%	227
2025 Q1	$478K	Sell	4,104 -209	-5%	-$25K	0.05%	231
2024 Q4	$507K	Sell	4,313 -1,105	-20%	-$133K	0.05%	216
2024 Q3	$648K	Sell	5,418 -100	-2%	-$11.5K	0.07%	183
2024 Q2	$620K	Buy	5,518 +2	+0%	+$220	0.07%	175
2024 Q1	$607K	Hold	5,516	–	–	0.07%	169
2023 Q4	$561K	Buy	5,516 +328	+6%	+$31.4K	0.07%	165
2023 Q3	$479K	Sell	5,188 -173	-3%	-$16.6K	0.07%	165
2023 Q2	$514K	Buy	5,361 +2	+0%	+$186	0.07%	165
2023 Q1	$489K	Buy	5,359 +180	+3%	+$16.1K	0.07%	172
2022 Q4	$440K	Sell	5,179 -267	-5%	-$22.5K	0.07%	164
2022 Q3	$424K	Sell	5,446 -688	-11%	-$59.4K	0.08%	156
2022 Q2	$515K	Buy	6,134 +59	+1%	+$5.37K	0.09%	145
2022 Q1	$606K	Buy	+6,075	New	+$605K	0.1%	142

Other funds holding ACWI

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Magnus Financial Group's ACWI Position: Q2 2026 in Review

Magnus Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.26% in Q2 2026, buying an estimated $1.68K and bringing the position to 4,191 shares worth $658K. The position accounts for 0.05% of the portfolio, ranked #205.

Magnus Financial Group first reported a position in ACWI in Q1 2022 and has held it in 18 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Magnus Financial Group held 4,191 shares of iShares MSCI ACWI ETF worth $658K as of Q2 2026.
Magnus Financial Group bought 11 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.68K.
iShares MSCI ACWI ETF made up 0.05% of Magnus Financial Group's portfolio in Q2 2026, its #205 holding.
Magnus Financial Group first reported a position in iShares MSCI ACWI ETF in Q1 2022 and has held it in 18 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.