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McKinley Carter Wealth Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

McKinley Carter Wealth Services’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 		$3M Sell
19,088
-7,585
-28% -$1.16M 0.15% 104
2026
Q1 		$3.69M Sell
26,673
-627
-2% -$90.1K 0.21% 92
2025
Q4 		$3.86M Sell
27,300
-2,723
-9% -$382K 0.22% 87
2025
Q3 		$4.15M Sell
30,023
-49
-0.2% -$6.51K 0.22% 82
2025
Q2 		$3.87M Buy
30,072
+27,756
+1,198% +$3.33M 0.21% 81
2025
Q1 		$270K Buy
2,316
+467
+25% +$56K 0.02% 268
2024
Q4 		$217K Sell
1,849
-18
-1% -$2.16K 0.01% 280
2024
Q3 		$223K Buy
1,867
+68
+4% +$7.79K 0.01% 291
2024
Q2 		$202K Buy
+1,799
New +$198K 0.01% 295
2024
Q1 		– Sell
-2,010
Closed -$205K – 300
2023
Q4 		$205K Buy
+2,010
New +$192K 0.02% 297
2023
Q1 		– Sell
-8,857
Closed -$752K – 296
2022
Q4 		$752K Buy
8,857
+769
+10% +$64.7K 0.06% 164
2022
Q3 		$630K Sell
8,088
-131
-2% -$11.3K 0.06% 165
2022
Q2 		$689K Sell
8,219
-106
-1% -$9.65K 0.06% 165
2022
Q1 		$831K Buy
8,325
+972
+13% +$96.8K 0.07% 157
2021
Q4 		$778K Buy
7,353
+7
+0.1% +$731 0.06% 162
2021
Q3 		$734K Buy
7,346
+558
+8% +$57.3K 0.06% 158
2021
Q2 		$687K Buy
6,788
+138
+2% +$13.8K 0.06% 162
2021
Q1 		$633K Buy
+6,650
New +$625K 0.05% 169

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

McKinley Carter Wealth Services's ACWI Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 28% in Q2 2026, selling an estimated $1.16M and leaving 19,088 shares worth $3M. The position accounts for 0.15% of the portfolio, ranked #104.

McKinley Carter Wealth Services first reported a position in ACWI in Q1 2021 and has held it in 18 quarters since. The position peaked at $4.15M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • McKinley Carter Wealth Services held 19,088 shares of iShares MSCI ACWI ETF worth $3M as of Q2 2026.
  • McKinley Carter Wealth Services sold 7,585 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.16M.
  • iShares MSCI ACWI ETF made up 0.15% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #104 holding.
  • McKinley Carter Wealth Services first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 18 quarters since.
  • McKinley Carter Wealth Services's iShares MSCI ACWI ETF position peaked at $4.15M in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.