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 Q3	$3.37M	Sell	21,223 -1,429	-6%	-$227K	1%	18
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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

PWA

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PFW Advisors's ACWI Position: Q3 2026 in Review

PFW Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 6.3% in Q3 2026, selling an estimated $227K and leaving 21,223 shares worth $3.37M. The position accounts for 1% of the portfolio, ranked #18.

PFW Advisors first reported a position in ACWI in Q3 2019 and has held it in 14 quarters since. The position peaked at $3.56M in Q2 2026. 148 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

PFW Advisors held 21,223 shares of iShares MSCI ACWI ETF worth $3.37M as of Q3 2026.
PFW Advisors sold 1,429 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $227K.
iShares MSCI ACWI ETF made up 1% of PFW Advisors's portfolio in Q3 2026, its #18 holding.
PFW Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's iShares MSCI ACWI ETF position peaked at $3.56M in Q2 2026.
148 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.