SageView Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

SageView 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 Q2	$213K	Buy	+1,354	New	+$207K	0.01%	595
2026 Q1	–	Sell	-1,349	Closed	-$191K	–	606
2025 Q4	$191K	Sell	1,349 -1,939	-59%	-$272K	0.01%	621
2025 Q3	$454K	Hold	3,288	–	–	0.02%	403
2025 Q2	$432K	Buy	+3,288	New	+$394K	0.02%	401

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

SageView Advisory Group's ACWI Position: Q2 2026 in Review

SageView Advisory Group opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,354 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in ACWI as recently as Q4 2025.

SageView Advisory Group first reported a position in ACWI in Q2 2025 and has held it in 4 quarters since. The position peaked at $454K in Q3 2025. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

SageView Advisory Group held 1,354 shares of iShares MSCI ACWI ETF worth $213K as of Q2 2026.
iShares MSCI ACWI ETF was a new SageView Advisory Group position in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #595 holding.
SageView Advisory Group first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
SageView Advisory Group's iShares MSCI ACWI ETF position peaked at $454K in Q3 2025.
843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.