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 Q3	$277K	Hold	1,747	–	–	0.01%	281
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Copos Capital Luxembourg $936M AUM

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

Private Advisory Group's ACWI Position: Q3 2026 in Review

Private Advisory Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 1,747 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #281.

Private Advisory Group first reported a position in ACWI in Q3 2024 and has held it in 9 quarters since. 637 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Private Advisory Group held 1,747 shares of iShares MSCI ACWI ETF worth $277K as of Q3 2026.
Private Advisory Group left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.01% of Private Advisory Group's portfolio in Q3 2026, its #281 holding.
Private Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 9 quarters since.
637 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.