Pathway Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pathway Financial 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	$37.6M	Sell	241,105 -1,213	-0.5%	-$185K	4.39%	7
2026 Q1	$33.8M	Sell	242,318 -3,088	-1%	-$444K	4.18%	6
2025 Q4	$35.4M	Buy	245,406 +1,075	+0.4%	+$151K	4.45%	5
2025 Q3	$33.8M	Buy	244,331 +39	+0%	+$5.18K	4.5%	5
2025 Q2	$31.4M	Buy	244,292 +240,790	+6,876%	+$28.9M	4.6%	5
2025 Q1	$408K	Buy	3,502 +1,233	+54%	+$148K	0.07%	108
2024 Q4	$267K	Buy	+2,269	New	+$272K	0.06%	136
2018 Q3	–	Sell	-1,430	Closed	-$102K	–	97
2018 Q2	$102K	Hold	1,430	–	–	0.06%	158
2018 Q1	$103K	Hold	1,430	–	–	0.06%	156
2017 Q4	$103K	Buy	+1,430	New	+$101K	0.06%	154

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

TCK

Topor & Co Korea Seoul $127M AUM

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Pathway Financial Advisors's ACWI Position: Q2 2026 in Review

Pathway Financial Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.5% in Q2 2026, selling an estimated $185K and leaving 241,105 shares worth $37.6M. The position accounts for 4.39% of the portfolio, ranked #7.

Pathway Financial Advisors first reported a position in ACWI in Q4 2017 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Pathway Financial Advisors held 241,105 shares of iShares MSCI ACWI ETF worth $37.6M as of Q2 2026.
Pathway Financial Advisors sold 1,213 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $185K.
iShares MSCI ACWI ETF made up 4.39% of Pathway Financial Advisors's portfolio in Q2 2026, its #7 holding.
Pathway Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.