RPg Family Wealth Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

RPg Family Wealth Advisory’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	$257K	Hold	1,636	–	–	0.04%	125
2026 Q1	$226K	Sell	1,636 -89	-5%	-$12.8K	0.05%	134
2025 Q4	$244K	Sell	1,725 -40	-2%	-$5.61K	0.05%	120
2025 Q3	$244K	Buy	+1,765	New	+$234K	0.05%	117
2025 Q2	–	Sell	-1,765	Closed	-$205K	–	97
2025 Q1	$205K	Buy	+1,765	New	+$211K	0.06%	103
2024 Q3	–	Sell	-2,450	Closed	-$275K	–	78
2024 Q2	$275K	Hold	2,450	–	–	0.09%	104
2024 Q1	$270K	Sell	2,450 -20	-0.8%	-$2.1K	0.09%	107
2023 Q4	$251K	Sell	2,470 -131	-5%	-$12.5K	0.09%	102
2023 Q3	$240K	Sell	2,601 -60	-2%	-$5.76K	0.1%	105
2023 Q2	$255K	Sell	2,661 -218	-8%	-$20.2K	0.1%	105
2023 Q1	$262K	Sell	2,879 -592	-17%	-$52.8K	0.14%	89
2022 Q4	$295K	Buy	3,471 +727	+26%	+$61.2K	0.2%	70
2022 Q3	$236K	Hold	2,744	–	–	0.12%	85
2022 Q2	$230K	Sell	2,744 -54	-2%	-$4.92K	0.14%	73
2022 Q1	$279K	Sell	2,798 -73	-3%	-$7.27K	0.12%	90
2021 Q4	$304K	Buy	2,871 +24	+0.8%	+$2.51K	0.12%	97
2021 Q3	$284K	Hold	2,847	–	–	0.12%	106
2021 Q2	$288K	Buy	+2,847	New	+$284K	0.12%	108
2020 Q4	$364K	Sell	4,011 -80	-2%	-$6.83K	0.17%	90
2020 Q3	$327K	Sell	4,091 -873	-18%	-$69.1K	0.17%	96
2020 Q2	$366K	Sell	4,964 -33	-0.7%	-$2.3K	0.22%	83
2020 Q1	$313K	Hold	4,997	–	–	0.24%	71
2019 Q4	$396K	Sell	4,997 -314	-6%	-$24K	0.23%	78
2019 Q3	$392K	Sell	5,311 -352	-6%	-$25.8K	0.24%	77
2019 Q2	$417K	Sell	5,663 -201	-3%	-$14.7K	0.25%	74
2019 Q1	$423K	Buy	5,864 +492	+9%	+$34.2K	0.25%	74
2018 Q4	$345K	Sell	5,372 -1,064	-17%	-$73.1K	0.34%	39
2018 Q3	$478K	Hold	6,436	–	–	0.36%	44
2018 Q2	$458K	Buy	6,436 +5,047	+363%	+$366K	0.36%	45
2018 Q1	$99.6K	Buy	1,389 +8	+0.6%	+$589	0.08%	65
2017 Q4	$99.6K	Hold	1,381	–	–	0.08%	65
2017 Q3	$95K	Hold	1,381	–	–	0.08%	78
2017 Q2	$90.4K	Buy	1,381 +760	+122%	+$49.3K	0.08%	83
2017 Q1	$39.3K	Hold	621	–	–	0.03%	154
2016 Q4	$36.7K	Sell	621 -1,260	-67%	-$74K	0.03%	140
2016 Q3	$111K	Buy	1,881 +397	+27%	+$23.2K	0.08%	73
2016 Q2	$83.4K	Buy	1,484 +888	+149%	+$50.1K	0.04%	94
2016 Q1	$33.4K	Sell	596 -319	-35%	-$16.9K	0.03%	145
2015 Q4	$51.1K	Buy	+915	New	+$52.3K	0.05%	94

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

RPg Family Wealth Advisory's ACWI Position: Q2 2026 in Review

RPg Family Wealth Advisory held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,636 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #125.

RPg Family Wealth Advisory first reported a position in ACWI in Q4 2015 and has held it in 39 quarters since. The position peaked at $478K in Q3 2018. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

RPg Family Wealth Advisory held 1,636 shares of iShares MSCI ACWI ETF worth $257K as of Q2 2026.
RPg Family Wealth Advisory left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.04% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #125 holding.
RPg Family Wealth Advisory first reported a position in iShares MSCI ACWI ETF in Q4 2015 and has held it in 39 quarters since.
RPg Family Wealth Advisory's iShares MSCI ACWI ETF position peaked at $478K in Q3 2018.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.