Private Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Private 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	$274K	Hold	1,747	–	–	0.01%	265
2026 Q1	$242K	Hold	1,747	–	–	0.02%	260
2025 Q4	$247K	Hold	1,747	–	–	0.02%	220
2025 Q3	$242K	Hold	1,747	–	–	0.02%	205
2025 Q2	$225K	Hold	1,747	–	–	0.02%	195
2025 Q1	$203K	Hold	1,747	–	–	0.02%	192
2024 Q4	$205K	Hold	1,747	–	–	0.02%	206
2024 Q3	$209K	Buy	+1,747	New	+$200K	0.02%	189

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

Private Advisory Group's ACWI Position: Q2 2026 in Review

Private Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,747 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #265.

Private Advisory Group first reported a position in ACWI in Q3 2024 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Private Advisory Group held 1,747 shares of iShares MSCI ACWI ETF worth $274K as of Q2 2026.
Private Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Private Advisory Group's portfolio in Q2 2026, its #265 holding.
Private Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.