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Prospera Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Prospera Financial Services’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 		$3.02M Buy
19,262
+869
+5% +$133K 0.04% 402
2026
Q1 		$2.55M Buy
18,393
+15,427
+520% +$2.22M 0.04% 432
2025
Q4 		$420K Buy
2,966
+96
+3% +$13.5K 0.01% 999
2025
Q3 		$397K Sell
2,870
-46
-2% -$6.11K 0.01% 1038
2025
Q2 		$375K Buy
2,916
+2
+0.1% +$240 0.01% 1019
2025
Q1 		$339K Buy
2,914
+228
+8% +$27.3K 0.01% 936
2024
Q4 		$316K Sell
2,686
-14
-0.5% -$1.68K 0.01% 913
2024
Q3 		$323K Sell
2,700
-72
-3% -$8.25K 0.01% 895
2024
Q2 		$312K Sell
2,772
-1,099
-28% -$121K 0.01% 904
2024
Q1 		$426K Buy
3,871
+30
+0.8% +$3.15K 0.01% 756
2023
Q4 		$391K Buy
3,841
+77
+2% +$7.37K 0.01% 739
2023
Q3 		$348K Sell
3,764
-115
-3% -$11K 0.01% 742
2023
Q2 		$372K Buy
3,879
+313
+9% +$29K 0.01% 703
2023
Q1 		$325K Sell
3,566
-33
-0.9% -$2.94K 0.01% 760
2022
Q4 		$306K Buy
+3,599
New +$303K 0.02% 696
2022
Q3 		– Sell
-1,541
Closed -$129K – 837
2022
Q2 		$129K Sell
1,541
-853
-36% -$77.6K 0.01% 837
2022
Q1 		$239K Hold
2,394
– – 0.01% 820
2021
Q4 		$254K Hold
2,394
– – 0.01% 751
2021
Q3 		$239K Hold
2,394
– – 0.01% 721
2021
Q2 		$242K Buy
+2,394
New +$239K 0.01% 717
2020
Q4 		– Sell
-1,697
Closed -$136K – 678
2020
Q3 		$136K Buy
+1,697
New +$134K 0.05% 324
2020
Q1 		– Sell
-5,002
Closed -$396K – 510
2019
Q4 		$396K Buy
5,002
+1,827
+58% +$140K 0.03% 422
2019
Q3 		$234K Buy
3,175
+429
+16% +$31.4K 0.02% 486
2019
Q2 		$203K Buy
+2,746
New +$200K 0.02% 490
2018
Q1 		– Sell
-6,438
Closed -$474K – 442
2017
Q4 		$474K Buy
+6,438
New +$455K 0.07% 231
2014
Q1 		– Sell
-4,024
Closed -$232K – 254
2013
Q4 		$232K Buy
+4,024
New +$225K 0.08% 206

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

Prospera Financial Services's ACWI Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI ACWI ETF (ACWI) stake by 4.7% in Q2 2026, buying an estimated $133K and bringing the position to 19,262 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #402.

Prospera Financial Services first reported a position in ACWI in Q4 2013 and has held it in 26 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Prospera Financial Services held 19,262 shares of iShares MSCI ACWI ETF worth $3.02M as of Q2 2026.
  • Prospera Financial Services bought 869 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $133K.
  • iShares MSCI ACWI ETF made up 0.04% of Prospera Financial Services's portfolio in Q2 2026, its #402 holding.
  • Prospera Financial Services first reported a position in iShares MSCI ACWI ETF in Q4 2013 and has held it in 26 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.