Physician Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Physician Wealth 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	$59.3K	Hold	378	–	–	0.01%	397
2026 Q1	$52.3K	Hold	378	–	–	0.01%	391
2025 Q4	$53.5K	Buy	378 +5	+1%	+$702	0.01%	378
2025 Q3	$51.5K	Hold	373	–	–	0.01%	376
2025 Q2	$47.9K	Hold	373	–	–	0.01%	352
2025 Q1	$43.4K	Hold	373	–	–	0.01%	359
2024 Q4	$43.8K	Buy	+373	New	+$44.8K	0.01%	366

Other funds holding ACWI

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

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

Physician Wealth Advisors's ACWI Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 378 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #397.

Physician Wealth Advisors first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Physician Wealth Advisors held 378 shares of iShares MSCI ACWI ETF worth $59.3K as of Q2 2026.
Physician Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #397 holding.
Physician Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
177 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.