Pinnacle Wealth Management Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$6.53M	Buy	41,605 +3,615	+10%	+$552K	0.39%	62
2026 Q1	$5.26M	Buy	37,990 +3,128	+9%	+$450K	0.36%	63
2025 Q4	$4.93M	Sell	34,862 -1,870	-5%	-$262K	0.34%	63
2025 Q3	$5.08M	Buy	36,732 +10,355	+39%	+$1.38M	0.38%	59
2025 Q2	$3.39M	Sell	26,377 -4,198	-14%	-$503K	0.28%	73
2025 Q1	$3.56M	Sell	30,575 -25	-0.1%	-$3K	0.33%	69
2024 Q4	$3.6M	Buy	30,600 +2,415	+9%	+$290K	0.34%	66
2024 Q3	$3.37M	Buy	28,185 +436	+2%	+$50K	0.32%	70
2024 Q2	$3.12M	Buy	27,749 +149	+0.5%	+$16.4K	0.32%	70
2024 Q1	$3.04M	Hold	27,600	–	–	0.33%	70
2023 Q4	$2.81M	Buy	27,600 +4,536	+20%	+$434K	0.33%	73
2023 Q3	$2.13M	Buy	23,064 +6,792	+42%	+$652K	0.28%	79
2023 Q2	$1.56M	Buy	16,272 +4,100	+34%	+$380K	0.19%	96
2023 Q1	$1.11M	Buy	12,172 +4,108	+51%	+$366K	0.15%	109
2022 Q4	$684K	Hold	8,064	–	–	0.1%	139
2022 Q3	$628K	Buy	+8,064	New	+$697K	0.1%	131

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ACWI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 9.5% in Q2 2026, buying an estimated $552K and bringing the position to 41,605 shares worth $6.53M. The position accounts for 0.39% of the portfolio, ranked #62.

Pinnacle Wealth Management Advisory Group first reported a position in ACWI in Q3 2022 and has held it in 16 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 41,605 shares of iShares MSCI ACWI ETF worth $6.53M as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 3,615 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $552K.
iShares MSCI ACWI ETF made up 0.39% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #62 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2022 and has held it in 16 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.