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Pure Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Pure Financial 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 		$2.14M Buy
13,654
+951
+7% +$145K 0.03% 179
2026
Q1 		$1.76M Sell
12,703
-69
-0.5% -$9.92K 0.03% 176
2025
Q4 		$1.81M Sell
12,772
-9,801
-43% -$1.38M 0.03% 171
2025
Q3 		$3.12M Buy
22,573
+1,752
+8% +$233K 0.05% 134
2025
Q2 		$2.68M Buy
20,821
+1,385
+7% +$166K 0.05% 138
2025
Q1 		$2.26M Buy
19,436
+1,918
+11% +$230K 0.05% 121
2024
Q4 		$2.06M Buy
17,518
+2,045
+13% +$245K 0.05% 119
2024
Q3 		$1.85M Buy
15,473
+972
+7% +$111K 0.04% 119
2024
Q2 		$1.63M Buy
14,501
+1,370
+10% +$151K 0.05% 121
2024
Q1 		$1.45M Buy
13,131
+935
+8% +$98.2K 0.05% 127
2023
Q4 		$1.24M Buy
12,196
+346
+3% +$33.1K 0.04% 129
2023
Q3 		$1.09M Buy
11,850
+259
+2% +$24.8K 0.04% 123
2023
Q2 		$1.11M Buy
11,591
+1,113
+11% +$103K 0.05% 123
2023
Q1 		$955K Sell
10,478
-599
-5% -$53.4K 0.04% 130
2022
Q4 		$940K Buy
11,077
+2,743
+33% +$231K 0.05% 123
2022
Q3 		$649K Sell
8,334
-269
-3% -$23.2K 0.04% 135
2022
Q2 		$722K Buy
8,603
+775
+10% +$70.5K 0.04% 128
2022
Q1 		$781K Sell
7,828
-1,313
-14% -$131K 0.04% 121
2021
Q4 		$967K Buy
9,141
+3,048
+50% +$318K 0.05% 100
2021
Q3 		$609K Sell
6,093
-381
-6% -$39.1K 0.05% 122
2021
Q2 		$655K Buy
6,474
+1,169
+22% +$116K 0.05% 113
2021
Q1 		$505K Buy
5,305
+353
+7% +$33.2K 0.05% 120
2020
Q4 		$449K Buy
4,952
+615
+14% +$52.5K 0.05% 123
2020
Q3 		$347K Buy
4,337
+377
+10% +$29.9K 0.05% 116
2020
Q2 		$292K Buy
3,960
+460
+13% +$32.1K 0.05% 113
2020
Q1 		$219K Buy
+3,500
New +$259K 0.04% 125

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

Pure Financial Advisors's ACWI Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 7.5% in Q2 2026, buying an estimated $145K and bringing the position to 13,654 shares worth $2.14M. The position accounts for 0.03% of the portfolio, ranked #179.

Pure Financial Advisors first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.12M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Pure Financial Advisors held 13,654 shares of iShares MSCI ACWI ETF worth $2.14M as of Q2 2026.
  • Pure Financial Advisors bought 951 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $145K.
  • iShares MSCI ACWI ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #179 holding.
  • Pure Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • Pure Financial Advisors's iShares MSCI ACWI ETF position peaked at $3.12M in Q3 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.