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Naples Global Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Naples Global 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 		$642K Hold
4,090
– – 0.04% 305
2026
Q1 		$566K Sell
4,090
-35
-0.8% -$5.03K 0.04% 304
2025
Q4 		$584K Buy
4,125
+75
+2% +$10.5K 0.04% 297
2025
Q3 		$560K Sell
4,050
-85
-2% -$11.3K 0.04% 302
2025
Q2 		$532K Sell
4,135
-70
-2% -$8.39K 0.05% 295
2025
Q1 		$489K Sell
4,205
-130
-3% -$15.6K 0.05% 298
2024
Q4 		$509K Sell
4,335
-150
-3% -$18K 0.05% 285
2024
Q3 		$536K Hold
4,485
– – 0.05% 282
2024
Q2 		$504K Hold
4,485
– – 0.05% 281
2024
Q1 		$494K Sell
4,485
-125
-3% -$13.1K 0.05% 290
2023
Q4 		$469K Sell
4,610
-275
-6% -$26.3K 0.05% 282
2023
Q3 		$451K Hold
4,885
– – 0.05% 285
2023
Q2 		$469K Sell
4,885
-450
-8% -$41.8K 0.06% 283
2023
Q1 		$486K Sell
5,335
-50
-0.9% -$4.46K 0.06% 280
2022
Q4 		$457K Sell
5,385
-50
-0.9% -$4.21K 0.06% 280
2022
Q3 		$423K Sell
5,435
-150
-3% -$13K 0.06% 278
2022
Q2 		$469K Sell
5,585
-80
-1% -$7.28K 0.06% 277
2022
Q1 		$565K Hold
5,665
– – 0.07% 268
2021
Q4 		$599K Sell
5,665
-250
-4% -$26.1K 0.07% 259
2021
Q3 		$591K Sell
5,915
-50
-0.8% -$5.13K 0.08% 258
2021
Q2 		$604K Hold
5,965
– – 0.08% 251
2021
Q1 		$568K Sell
5,965
-65
-1% -$6.11K 0.09% 245
2020
Q4 		$547K Sell
6,030
-150
-2% -$12.8K 0.09% 232
2020
Q3 		$494K Sell
6,180
-150
-2% -$11.9K 0.1% 225
2020
Q2 		$467K Buy
6,330
+80
+1% +$5.58K 0.1% 219
2020
Q1 		$391K Sell
6,250
-405
-6% -$30K 0.1% 223
2019
Q4 		$527K Sell
6,655
-210
-3% -$16.1K 0.11% 220
2019
Q3 		$506K Hold
6,865
– – 0.12% 214
2019
Q2 		$506K Sell
6,865
-300
-4% -$21.9K 0.12% 211
2019
Q1 		$517K Sell
7,165
-25
-0.3% -$1.74K 0.13% 204
2018
Q4 		$481K Sell
7,190
-15
-0.2% -$1.03K 0.14% 205
2018
Q3 		$535K Sell
7,205
-75
-1% -$5.49K 0.14% 203
2018
Q2 		$518K Sell
7,280
-150
-2% -$10.9K 0.15% 199
2018
Q1 		$533K Hold
7,430
– – 0.16% 187
2017
Q4 		$536K Hold
7,430
– – 0.16% 184
2017
Q3 		$511K Sell
7,430
-450
-6% -$30.3K 0.17% 178
2017
Q2 		$516K Sell
7,880
-25
-0.3% -$1.62K 0.18% 170
2017
Q1 		$500K Sell
7,905
-85
-1% -$5.26K 0.18% 175
2016
Q4 		$473K Hold
7,990
– – 0.18% 177
2016
Q3 		$472K Sell
7,990
-150
-2% -$8.75K 0.18% 173
2016
Q2 		$458K Sell
8,140
-75
-0.9% -$4.23K 0.19% 175
2016
Q1 		$461K Hold
8,215
– – 0.19% 173
2015
Q4 		$459K Sell
8,215
-100
-1% -$5.72K 0.22% 151
2015
Q3 		$449K Hold
8,315
– – 0.23% 151
2015
Q2 		$494K Sell
8,315
-100
-1% -$6.18K 0.24% 157
2015
Q1 		$505K Buy
8,415
+225
+3% +$13.4K 0.24% 148
2014
Q4 		$479K Buy
8,190
+255
+3% +$15K 0.25% 149
2014
Q3 		$467K Sell
7,935
-20
-0.3% -$1.2K 0.28% 144
2014
Q2 		$479K Sell
7,955
-130
-2% -$7.71K 0.28% 151
2014
Q1 		$470K Buy
8,085
+75
+0.9% +$4.26K 0.29% 143
2013
Q4 		$462K Buy
+8,010
New +$448K 0.31% 132

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $361M AUM
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Naples Global Advisors's ACWI Position: Q2 2026 in Review

Naples Global Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,090 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #305.

Naples Global Advisors first reported a position in ACWI in Q4 2013 and has held it in 51 quarters since. 511 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Naples Global Advisors held 4,090 shares of iShares MSCI ACWI ETF worth $642K as of Q2 2026.
  • Naples Global Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #305 holding.
  • Naples Global Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 51 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.