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PFG Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

PFG 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 		– Sell
-9,143
Closed -$1.27M – 792
2026
Q1 		$1.27M Sell
9,143
-82,967
-90% -$11.9M 0.06% 321
2025
Q4 		$13M Sell
92,110
-4,637
-5% -$651K 0.63% 31
2025
Q3 		$13.4M Buy
+96,747
New +$12.9M 0.55% 39
2025
Q2 		– Sell
-86,812
Closed -$10.1M – 624
2025
Q1 		$10.1M Sell
86,812
-9,891
-10% -$1.19M 0.56% 39
2024
Q4 		$11.4M Buy
96,703
+4,701
+5% +$564K 0.7% 31
2024
Q3 		$11M Buy
92,002
+5,012
+6% +$574K 0.69% 29
2024
Q2 		$9.78M Buy
86,990
+2,542
+3% +$279K 0.66% 29
2024
Q1 		$9.3M Buy
84,448
+11,792
+16% +$1.24M 0.68% 30
2023
Q4 		$7.39M Buy
72,656
+3,489
+5% +$334K 0.6% 37
2023
Q3 		$6.39M Buy
69,167
+14,055
+26% +$1.35M 0.57% 42
2023
Q2 		$5.29M Buy
55,112
+11,986
+28% +$1.11M 0.4% 54
2023
Q1 		$3.93M Buy
+43,126
New +$3.85M 0.33% 80

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

PFG Advisors's ACWI Position: Q2 2026 in Review

PFG Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 9,143 shares — an estimated $1.27M sold.

PFG Advisors first reported a position in ACWI in Q1 2023 and held it in 12 quarters. The position peaked at $13.4M in Q3 2025. 320 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • PFG Advisors reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • PFG Advisors sold 9,143 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.27M.
  • PFG Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and held it in 12 quarters.
  • PFG Advisors's iShares MSCI ACWI ETF position peaked at $13.4M in Q3 2025.
  • 320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.