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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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 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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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. 440 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.
440 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.