PVI
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Pine Valley Investments’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pine Valley Investments’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 		$803K Buy
5,117
+2
+0% +$306 0.03% 328
2026
Q1 		$708K Buy
5,115
+440
+9% +$63.2K 0.03% 335
2025
Q4 		$661K Sell
4,675
-44
-0.9% -$6.17K 0.03% 325
2025
Q3 		$652K Buy
4,719
+307
+7% +$40.8K 0.03% 312
2025
Q2 		$567K Buy
4,412
+196
+5% +$23.5K 0.03% 328
2025
Q1 		$491K Sell
4,216
-404
-9% -$48.4K 0.03% 344
2024
Q4 		$543K Buy
4,620
+276
+6% +$33.1K 0.03% 324
2024
Q3 		$519K Sell
4,344
-335
-7% -$38.4K 0.03% 316
2024
Q2 		$526K Buy
4,679
+1,229
+36% +$135K 0.03% 301
2024
Q1 		$380K Buy
3,450
+379
+12% +$39.8K 0.03% 354
2023
Q4 		$313K Buy
3,071
+217
+8% +$20.8K 0.02% 378
2023
Q3 		$264K Buy
2,854
+396
+16% +$38K 0.02% 387
2023
Q2 		$236K Buy
2,458
+82
+3% +$7.61K 0.02% 353
2023
Q1 		$219K Buy
+2,376
New +$212K 0.03% 263

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
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pine Valley Investments's ACWI Position: Q2 2026 in Review

Pine Valley Investments increased its iShares MSCI ACWI ETF (ACWI) stake by 0.04% in Q2 2026, buying an estimated $306 and bringing the position to 5,117 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #328.

Pine Valley Investments first reported a position in ACWI in Q1 2023 and has held it in 14 quarters since. 465 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Pine Valley Investments held 5,117 shares of iShares MSCI ACWI ETF worth $803K as of Q2 2026.
  • Pine Valley Investments bought 2 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $306.
  • iShares MSCI ACWI ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #328 holding.
  • Pine Valley Investments first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 14 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.