MHB
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Midwest Heritage Bank’s iShares MSCI ACWI ETF ACWI Stock Holding History

Midwest Heritage Bank’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 		$2.43M Hold
15,486
– – 0.69% 21
2026
Q1 		$2.14M Hold
15,486
– – 0.69% 20
2025
Q4 		$2.19M Hold
15,486
– – 0.76% 19
2025
Q3 		$2.14M Sell
15,486
-161
-1% -$21.4K 0.76% 20
2025
Q2 		$2.01M Hold
15,647
– – 0.76% 20
2025
Q1 		$1.82M Hold
15,647
– – 0.75% 20
2024
Q4 		$1.84M Sell
15,647
-170
-1% -$20.4K 0.85% 19
2024
Q3 		$1.89M Hold
15,817
– – 0.88% 19
2024
Q2 		$1.78M Buy
15,817
+1,263
+9% +$139K 0.9% 19
2024
Q1 		$1.6M Sell
14,554
-1,397
-9% -$147K 0.84% 19
2023
Q4 		$1.62M Hold
15,951
– – 1.1% 18
2023
Q3 		$1.47M Sell
15,951
-516
-3% -$49.5K 1.11% 17
2023
Q2 		$1.58M Sell
16,467
-324
-2% -$30.1K 1.2% 18
2023
Q1 		$1.53M Sell
16,791
-4,877
-23% -$435K 1.23% 20
2022
Q4 		$1.84M Sell
21,668
-1,566
-7% -$132K 1.78% 18
2022
Q3 		$1.81M Sell
23,234
-1,969
-8% -$170K 1.89% 15
2022
Q2 		$2.11M Sell
25,203
-243
-1% -$22.1K 1.91% 16
2022
Q1 		$2.54M Hold
25,446
– – 1.99% 15
2021
Q4 		$2.69M Buy
+25,446
New +$2.66M 2.61% 12

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Midwest Heritage Bank's ACWI Position: Q2 2026 in Review

Midwest Heritage Bank held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 15,486 shares worth $2.43M. The position accounts for 0.69% of the portfolio, ranked #21.

Midwest Heritage Bank first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.69M in Q4 2021. 440 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Midwest Heritage Bank held 15,486 shares of iShares MSCI ACWI ETF worth $2.43M as of Q2 2026.
  • Midwest Heritage Bank left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.69% of Midwest Heritage Bank's portfolio in Q2 2026, its #21 holding.
  • Midwest Heritage Bank first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Midwest Heritage Bank's iShares MSCI ACWI ETF position peaked at $2.69M in Q4 2021.
  • 440 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.