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

PFW 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 		$3.56M Sell
22,652
-316
-1% -$48.3K 1.04% 18
2026
Q1 		$3.18M Sell
22,968
-1,903
-8% -$274K 1% 19
2025
Q4 		$3.52M Sell
24,871
-362
-1% -$50.8K 1.06% 20
2025
Q3 		$3.49M Buy
25,233
+211
+0.8% +$28K 1.03% 20
2025
Q2 		$3.22M Buy
25,022
+447
+2% +$53.6K 0.99% 20
2025
Q1 		$2.86M Buy
24,575
+358
+1% +$42.9K 0.9% 22
2024
Q4 		$2.85M Buy
+24,217
New +$2.91M 0.88% 23
2024
Q2 		$2.45M Buy
21,813
+1,051
+5% +$116K 0.78% 26
2024
Q1 		$2.29M Buy
20,762
+3,194
+18% +$335K 0.7% 34
2023
Q4 		$1.79M Buy
17,568
+187
+1% +$17.9K 0.57% 42
2023
Q3 		$1.61M Hold
17,381
– – 0.57% 43
2023
Q2 		$1.67M Buy
+17,381
New +$1.61M 0.56% 39
2019
Q3 		$2.79M Buy
+23,364
New +$1.71M 0.84% 23

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
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

PFW Advisors's ACWI Position: Q2 2026 in Review

PFW Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.4% in Q2 2026, selling an estimated $48.3K and leaving 22,652 shares worth $3.56M. The position accounts for 1.04% of the portfolio, ranked #18.

PFW Advisors first reported a position in ACWI in Q3 2019 and has held it in 13 quarters since. 157 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • PFW Advisors held 22,652 shares of iShares MSCI ACWI ETF worth $3.56M as of Q2 2026.
  • PFW Advisors sold 316 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $48.3K.
  • iShares MSCI ACWI ETF made up 1.04% of PFW Advisors's portfolio in Q2 2026, its #18 holding.
  • PFW Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 13 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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