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Morris Financial Concepts’s iShares MSCI ACWI ETF ACWI Stock Holding History

Morris Financial Concepts’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 		$9.89K Buy
63
+2
+3% +$306 ﹤0.01% 183
2026
Q1 		$8.44K Hold
61
– – ﹤0.01% 180
2025
Q4 		$8.63K Sell
61
-210
-77% -$29.5K ﹤0.01% 175
2025
Q3 		$37.5K Buy
271
+1
+0.4% +$133 0.01% 161
2025
Q2 		$34.7K Buy
270
+16
+6% +$1.92K 0.01% 158
2025
Q1 		$29.6K Buy
254
+19
+8% +$2.28K 0.01% 159
2024
Q4 		$27.6K Sell
235
-106
-31% -$12.7K 0.01% 152
2024
Q3 		$40.7K Buy
341
+34
+11% +$3.9K 0.02% 152
2024
Q2 		$34.5K Buy
307
+8
+3% +$879 0.02% 127
2024
Q1 		$32.9K Buy
299
+46
+18% +$4.83K 0.02% 125
2023
Q4 		$25.7K Buy
253
+6
+2% +$574 0.01% 125
2023
Q3 		$22.8K Sell
247
-75
-23% -$7.2K 0.02% 117
2023
Q2 		$30.9K Buy
322
+47
+17% +$4.36K 0.02% 118
2023
Q1 		$25.1K Buy
275
+74
+37% +$6.6K 0.02% 117
2022
Q4 		$17K Sell
201
-73
-27% -$6.14K 0.01% 110
2022
Q3 		$21K Buy
274
+13
+5% +$1.12K 0.02% 86
2022
Q2 		$22K Buy
261
+2
+0.8% +$182 0.02% 93
2022
Q1 		$26K Buy
259
+2
+0.8% +$199 0.02% 91
2021
Q4 		$27K Buy
+257
New +$26.9K 0.02% 84

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

Morris Financial Concepts's ACWI Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares MSCI ACWI ETF (ACWI) stake by 3.3% in Q2 2026, buying an estimated $306 and bringing the position to 63 shares worth $9.89K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Morris Financial Concepts first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $40.7K in Q3 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Morris Financial Concepts held 63 shares of iShares MSCI ACWI ETF worth $9.89K as of Q2 2026.
  • Morris Financial Concepts bought 2 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $306.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #183 holding.
  • Morris Financial Concepts first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares MSCI ACWI ETF position peaked at $40.7K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.