MFG
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Merit Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Merit 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 		$1.37M Sell
8,753
-1,504
-15% -$230K 0.01% 911
2026
Q1 		$1.42M Sell
10,257
-480
-4% -$69K 0.01% 831
2025
Q4 		$1.52M Buy
10,737
+776
+8% +$109K 0.01% 752
2025
Q3 		$1.38M Sell
9,961
-8
-0.1% -$1.06K 0.01% 715
2025
Q2 		$1.28M Buy
9,969
+2,201
+28% +$264K 0.01% 678
2025
Q1 		$904K Buy
7,768
+229
+3% +$27.4K 0.01% 693
2024
Q4 		$886K Buy
7,539
+112
+2% +$13.4K 0.02% 536
2024
Q3 		$888K Sell
7,427
-153
-2% -$17.5K 0.02% 452
2024
Q2 		$852K Sell
7,580
-609
-7% -$66.9K 0.02% 457
2024
Q1 		$888K Sell
8,189
-104
-1% -$10.9K 0.02% 436
2023
Q4 		$844K Sell
8,293
-2,506
-23% -$240K 0.03% 356
2023
Q3 		$997K Sell
10,799
-7,367
-41% -$707K 0.03% 322
2023
Q2 		$1.74M Sell
18,166
-11,622
-39% -$1.08M 0.06% 244
2023
Q1 		$2.72M Sell
29,788
-8,179
-22% -$730K 0.1% 160
2022
Q4 		$3.22M Sell
37,967
-17,577
-32% -$1.48M 0.12% 134
2022
Q3 		$4.32M Buy
55,544
+22,210
+67% +$1.92M 0.19% 74
2022
Q2 		$2.8M Buy
+33,334
New +$3.03M 0.09% 148
2022
Q1 		– Sell
-7,848
Closed -$830K – 382
2021
Q4 		$830K Buy
+7,848
New +$820K 0.08% 117

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

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

Merit Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 15% in Q2 2026, selling an estimated $230K and leaving 8,753 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #911.

Merit Financial Group first reported a position in ACWI in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.32M in Q3 2022. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Merit Financial Group held 8,753 shares of iShares MSCI ACWI ETF worth $1.37M as of Q2 2026.
  • Merit Financial Group sold 1,504 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $230K.
  • iShares MSCI ACWI ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #911 holding.
  • Merit Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 18 quarters since.
  • Merit Financial Group's iShares MSCI ACWI ETF position peaked at $4.32M in Q3 2022.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.