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Pension & Wealth Management Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pension & Wealth Management 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 		$12K Buy
76
+1
+1% +$153 ﹤0.01% 427
2026
Q1 		$10.5K Hold
75
– – ﹤0.01% 392
2025
Q4 		$10.7K Buy
+75
New +$10.5K ﹤0.01% 407

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
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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Pension & Wealth Management Advisors's ACWI Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q2 2026, buying an estimated $153 and bringing the position to 76 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Pension & Wealth Management Advisors first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 799 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Pension & Wealth Management Advisors held 76 shares of iShares MSCI ACWI ETF worth $12K as of Q2 2026.
  • Pension & Wealth Management Advisors bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #427 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.