Mutual Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mutual Advisors’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	$606K	Sell	3,861 -43	-1%	-$6.57K	0.01%	849
2026 Q1	$540K	Buy	3,904 +12	+0.3%	+$1.73K	0.01%	849
2025 Q4	$551K	Hold	3,892	–	–	0.01%	830
2025 Q3	$545K	Hold	3,892	–	–	0.01%	814
2025 Q2	$513K	Hold	3,892	–	–	0.01%	766
2025 Q1	$452K	Sell	3,892 -200	-5%	-$24K	0.01%	758
2024 Q4	$485K	Hold	4,092	–	–	0.01%	709
2024 Q3	$487K	Sell	4,092 -1,100	-21%	-$126K	0.01%	715
2024 Q2	$585K	Hold	5,192	–	–	0.02%	646
2024 Q1	$572K	Hold	5,192	–	–	0.02%	650
2023 Q4	$528K	Hold	5,192	–	–	0.02%	641
2023 Q3	$480K	Sell	5,192 -1,699	-25%	-$163K	0.02%	633
2023 Q2	$661K	Hold	6,891	–	–	0.03%	553
2023 Q1	$628K	Sell	6,891 -35	-0.5%	-$3.12K	0.03%	558
2022 Q4	$588K	Sell	6,926 -1,770	-20%	-$149K	0.03%	543
2022 Q3	$677K	Sell	8,696 -732	-8%	-$63.2K	0.03%	479
2022 Q2	$791K	Sell	9,428 -440	-4%	-$40K	0.05%	403
2022 Q1	$985K	Sell	9,868 -1,997	-17%	-$199K	0.06%	383
2021 Q4	$1.25M	Sell	11,865 -476	-4%	-$49.7K	0.07%	331
2021 Q3	$1.23M	Sell	12,341 -1	-0%	-$103	0.07%	310
2021 Q2	$1.25M	Sell	12,342 -8,136	-40%	-$811K	0.07%	314
2021 Q1	$1.95M	Sell	20,478 -12,926	-39%	-$1.21M	0.13%	188
2020 Q4	$3.03M	Sell	33,404 -21,376	-39%	-$1.83M	0.23%	100
2020 Q3	$4.38M	Sell	54,780 -2,620	-5%	-$207K	0.38%	59
2020 Q2	$4.23M	Sell	57,400 -12,410	-18%	-$866K	0.42%	51
2020 Q1	$4.37M	Buy	69,810 +2,315	+3%	+$171K	0.59%	34
2019 Q4	$5.35M	Buy	67,495 +9,198	+16%	+$703K	0.57%	32
2019 Q3	$4.3M	Sell	58,297 -2,945	-5%	-$216K	0.57%	31
2019 Q2	$4.51M	Buy	61,242 +53,747	+717%	+$3.92M	0.59%	29
2019 Q1	$541K	Buy	7,495 +744	+11%	+$51.7K	0.08%	265
2018 Q4	$433K	Sell	6,751 -9,269	-58%	-$636K	0.09%	253
2018 Q3	$1.19M	Sell	16,020 -103	-0.6%	-$7.53K	0.18%	142
2018 Q2	$1.15M	Sell	16,123 -630	-4%	-$45.7K	0.26%	119
2018 Q1	$1.2M	Buy	16,753 +6,522	+64%	+$480K	0.3%	106
2017 Q4	$738K	Buy	+10,231	New	+$724K	0.28%	109

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

Mutual Advisors's ACWI Position: Q2 2026 in Review

Mutual Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.1% in Q2 2026, selling an estimated $6.57K and leaving 3,861 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #849.

Mutual Advisors first reported a position in ACWI in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.35M in Q4 2019. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Mutual Advisors held 3,861 shares of iShares MSCI ACWI ETF worth $606K as of Q2 2026.
Mutual Advisors sold 43 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $6.57K.
iShares MSCI ACWI ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #849 holding.
Mutual Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 35 quarters since.
Mutual Advisors's iShares MSCI ACWI ETF position peaked at $5.35M in Q4 2019.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.