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Plan Group Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Plan Group Financial’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 		$16.1M Buy
102,342
+4,893
+5% +$748K 3.31% 1
2026
Q1 		$13.5M Buy
97,449
+420
+0.4% +$60.4K 3.16% 3
2025
Q4 		$13.7M Sell
97,029
-3,403
-3% -$478K 3.56% 3
2025
Q3 		$13.9M Sell
100,432
-2,492
-2% -$331K 3.73% 3
2025
Q2 		$13.2M Sell
102,924
-7,844
-7% -$940K 4.35% 2
2025
Q1 		$12.9M Buy
110,768
+31,919
+40% +$3.82M 4.6% 2
2024
Q4 		$9.26M Sell
78,849
-971
-1% -$117K 4.89% 3
2024
Q3 		$9.54M Buy
79,820
+2,603
+3% +$298K 5.04% 3
2024
Q2 		$8.68M Buy
77,217
+3,776
+5% +$415K 5.31% 3
2024
Q1 		$8.09M Buy
73,441
+8,487
+13% +$891K 5.31% 3
2023
Q4 		$6.61M Sell
64,954
-79,078
-55% -$7.57M 5.8% 3
2023
Q3 		$13.3M Buy
144,032
+91,972
+177% +$8.82M 9.58% 1
2023
Q2 		$4.99M Buy
+52,060
New +$4.83M 4.17% 6

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Plan Group Financial's ACWI Position: Q2 2026 in Review

Plan Group Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 5% in Q2 2026, buying an estimated $748K and bringing the position to 102,342 shares worth $16.1M. The position accounts for 3.31% of the portfolio, ranked #1.

Plan Group Financial first reported a position in ACWI in Q2 2023 and has held it in 13 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Plan Group Financial held 102,342 shares of iShares MSCI ACWI ETF worth $16.1M as of Q2 2026.
  • Plan Group Financial bought 4,893 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $748K.
  • iShares MSCI ACWI ETF made up 3.31% of Plan Group Financial's portfolio in Q2 2026, its #1 holding.
  • Plan Group Financial first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 13 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.