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PDS Planning’s iShares MSCI ACWI ETF ACWI Stock Holding History

PDS Planning’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 		$211K Buy
+1,342
New +$205K 0.01% 561
2025
Q4 		– Sell
-2,206
Closed -$305K – 554
2025
Q3 		$305K Sell
2,206
-16
-0.7% -$2.13K 0.02% 366
2025
Q2 		$286K Hold
2,222
– – 0.02% 370
2025
Q1 		$259K Hold
2,222
– – 0.02% 367
2024
Q4 		$261K Hold
2,222
– – 0.02% 332
2024
Q3 		$266K Hold
2,222
– – 0.02% 334
2024
Q2 		$250K Hold
2,222
– – 0.03% 303
2024
Q1 		$245K Hold
2,222
– – 0.03% 309
2023
Q4 		$226K Buy
2,222
+13
+0.6% +$1.24K 0.03% 301
2023
Q3 		$204K Hold
2,209
– – 0.03% 299
2023
Q2 		$212K Hold
2,209
– – 0.03% 282
2023
Q1 		$201K Buy
+2,209
New +$197K 0.03% 267
2022
Q2 		– Sell
-2,209
Closed -$220K – 216
2022
Q1 		$220K Hold
2,209
– – 0.04% 193
2021
Q4 		$234K Hold
2,209
– – 0.04% 167
2021
Q3 		$221K Hold
2,209
– – 0.05% 174
2021
Q2 		$224K Sell
2,209
-111
-5% -$11.1K 0.05% 165
2021
Q1 		$221K Hold
2,320
– – 0.06% 145
2020
Q4 		$210K Buy
+2,320
New +$198K 0.07% 143
2019
Q4 		– Sell
-2,781
Closed -$205K – 105
2019
Q3 		$205K Hold
2,781
– – 0.14% 87
2019
Q2 		$205K Hold
2,781
– – 0.15% 80
2019
Q1 		$201K Buy
+2,781
New +$193K 0.16% 80
2018
Q4 		– Sell
-2,781
Closed -$207K – 82
2018
Q3 		$207K Buy
+2,781
New +$203K 0.18% 69
2018
Q1 		– Sell
-3,293
Closed -$237K – 76
2017
Q4 		$237K Buy
+3,293
New +$233K 0.24% 58

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

PDS Planning's ACWI Position: Q2 2026 in Review

PDS Planning opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,342 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: PDS Planning previously reported a position in ACWI as recently as Q3 2025.

PDS Planning first reported a position in ACWI in Q4 2017 and has held it in 23 quarters since. The position peaked at $305K in Q3 2025. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • PDS Planning held 1,342 shares of iShares MSCI ACWI ETF worth $211K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new PDS Planning position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #561 holding.
  • PDS Planning first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 23 quarters since.
  • PDS Planning's iShares MSCI ACWI ETF position peaked at $305K in Q3 2025.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.