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Nations Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Nations 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 		$708K Sell
4,513
-32
-0.7% -$4.89K 0.03% 464
2026
Q1 		$629K Sell
4,545
-170
-4% -$24.4K 0.03% 490
2025
Q4 		$667K Buy
4,715
+144
+3% +$20.2K 0.04% 449
2025
Q3 		$632K Sell
4,571
-1,460
-24% -$194K 0.04% 435
2025
Q2 		$776K Buy
6,031
+29
+0.5% +$3.48K 0.05% 348
2025
Q1 		$699K Hold
6,002
– – 0.05% 351
2024
Q4 		$705K Buy
6,002
+33
+0.6% +$3.96K 0.05% 358
2024
Q3 		$714K Hold
5,969
– – 0.05% 352
2024
Q2 		$671K Buy
5,969
+31
+0.5% +$3.41K 0.05% 338
2024
Q1 		$654K Hold
5,938
– – 0.06% 348
2023
Q4 		$604K Buy
5,938
+35
+0.6% +$3.35K 0.06% 338
2023
Q3 		$545K Hold
5,903
– – 0.05% 344
2023
Q2 		$566K Buy
5,903
+36
+0.6% +$3.34K 0.06% 356
2023
Q1 		$535K Hold
5,867
– – 0.06% 351
2022
Q4 		$498K Buy
5,867
+28
+0.5% +$2.36K 0.06% 358
2022
Q3 		$454K Sell
5,839
-358
-6% -$30.9K 0.07% 314
2022
Q2 		$520K Buy
6,197
+36
+0.6% +$3.28K 0.07% 295
2022
Q1 		$615K Buy
6,161
+2
+0% +$199 0.07% 280
2021
Q4 		$652K Buy
6,159
+35
+0.6% +$3.66K 0.09% 241
2021
Q3 		$612K Hold
6,124
– – 0.09% 236
2021
Q2 		$620K Buy
6,124
+24
+0.4% +$2.39K 0.1% 224
2021
Q1 		$580K Hold
6,100
– – 0.13% 200
2020
Q4 		$553K Buy
6,100
+27
+0.4% +$2.31K 0.15% 179
2020
Q3 		$485K Buy
6,073
+500
+9% +$39.6K 0.15% 175
2020
Q2 		$411K Buy
+5,573
New +$389K 0.15% 178

Other funds holding ACWI

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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

Nations Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.7% in Q2 2026, selling an estimated $4.89K and leaving 4,513 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #464.

Nations Financial Group first reported a position in ACWI in Q2 2020 and has held it in 25 quarters since. The position peaked at $776K in Q2 2025. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Nations Financial Group held 4,513 shares of iShares MSCI ACWI ETF worth $708K as of Q2 2026.
  • Nations Financial Group sold 32 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.89K.
  • iShares MSCI ACWI ETF made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #464 holding.
  • Nations Financial Group first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 25 quarters since.
  • Nations Financial Group's iShares MSCI ACWI ETF position peaked at $776K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.