McNamara Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

McNamara Financial 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	$357K	Buy	2,276 +33	+1%	+$5.04K	0.06%	86
2026 Q1	$310K	Buy	2,243 +11	+0.5%	+$1.58K	0.06%	84
2025 Q4	$316K	Buy	2,232 +223	+11%	+$31.3K	0.06%	79
2025 Q3	$278K	Sell	2,009 -224	-10%	-$29.8K	0.05%	81
2025 Q2	$287K	Buy	2,233 +55	+3%	+$6.59K	0.06%	75
2025 Q1	$253K	Buy	+2,178	New	+$261K	0.05%	77
2024 Q4	–	Sell	-2,138	Closed	-$256K	–	71
2024 Q3	$256K	Buy	2,138 +38	+2%	+$4.35K	0.05%	79
2024 Q2	$236K	Buy	+2,100	New	+$231K	0.05%	72

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

McNamara Financial Services's ACWI Position: Q2 2026 in Review

McNamara Financial Services increased its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q2 2026, buying an estimated $5.04K and bringing the position to 2,276 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #86.

McNamara Financial Services first reported a position in ACWI in Q2 2024 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

McNamara Financial Services held 2,276 shares of iShares MSCI ACWI ETF worth $357K as of Q2 2026.
McNamara Financial Services bought 33 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $5.04K.
iShares MSCI ACWI ETF made up 0.06% of McNamara Financial Services's portfolio in Q2 2026, its #86 holding.
McNamara Financial Services first reported a position in iShares MSCI ACWI ETF in Q2 2024 and has held it in 8 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.