Procyon Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Procyon Advisors’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	$5.79M	Buy	36,887 +1	+0%	+$153	0.25%	95
2026 Q1	$5.1M	Sell	36,886 -500	-1%	-$71.9K	0.25%	98
2025 Q4	$5.29M	Buy	37,386 +1	+0%	+$140	0.26%	85
2025 Q3	$5.17M	Buy	37,385 +657	+2%	+$87.3K	0.31%	72
2025 Q2	$4.72M	Buy	+36,728	New	+$4.4M	0.44%	52
2023 Q3	–	Sell	-2,869	Closed	-$275K	–	481
2023 Q2	$275K	Buy	+2,869	New	+$266K	0.03%	370
2020 Q3	–	Sell	-348	Closed	-$26K	–	219
2020 Q2	$26K	Sell	348 -329	-49%	-$23K	0.01%	493
2020 Q1	$42K	Buy	677 +122	+22%	+$9.04K	0.03%	355
2019 Q4	$44K	Buy	+555	New	+$42.4K	0.03%	356

Other funds holding ACWI

HIIFS

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

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 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Procyon Advisors's ACWI Position: Q2 2026 in Review

Procyon Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 0% in Q2 2026, buying an estimated $153 and bringing the position to 36,887 shares worth $5.79M. The position accounts for 0.25% of the portfolio, ranked #95.

Procyon Advisors first reported a position in ACWI in Q4 2019 and has held it in 9 quarters since. 320 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Procyon Advisors held 36,887 shares of iShares MSCI ACWI ETF worth $5.79M as of Q2 2026.
Procyon Advisors bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
iShares MSCI ACWI ETF made up 0.25% of Procyon Advisors's portfolio in Q2 2026, its #95 holding.
Procyon Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 9 quarters since.
320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.