Nations Financial Group
ACWI icon

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
Q3 		$717K Hold
4,513
– – 0.04% 458
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Nations Financial Group's ACWI Position: Q3 2026 in Review

Nations Financial Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 4,513 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #458.

Nations Financial Group first reported a position in ACWI in Q2 2020 and has held it in 26 quarters since. The position peaked at $776K in Q2 2025. 482 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Nations Financial Group held 4,513 shares of iShares MSCI ACWI ETF worth $717K as of Q3 2026.
  • Nations Financial Group left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Nations Financial Group's portfolio in Q3 2026, its #458 holding.
  • Nations Financial Group first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 26 quarters since.
  • Nations Financial Group's iShares MSCI ACWI ETF position peaked at $776K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.