Sageworth Trust Company of South Dakota’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sageworth Trust Company of South Dakota’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	$4.88M	Hold	31,062	–	–	3.01%	9
2026 Q1	$4.3M	Hold	31,062	–	–	3.4%	7
2025 Q4	$4.39M	Hold	31,062	–	–	3.59%	7
2025 Q3	$4.29M	Hold	31,062	–	–	4.05%	6
2025 Q2	$3.99M	Hold	31,062	–	–	4.33%	6
2025 Q1	$3.62M	Hold	31,062	–	–	4.35%	7
2024 Q4	$3.65M	Hold	31,062	–	–	4.62%	7
2024 Q3	$3.71M	Hold	31,062	–	–	4.75%	7
2024 Q2	$3.49M	Hold	31,062	–	–	5.13%	2
2024 Q1	$3.42M	Sell	31,062 -16,600	-35%	-$1.74M	5.28%	2
2023 Q4	$4.85M	Hold	47,662	–	–	9.14%	2
2023 Q3	$4.4M	Hold	47,662	–	–	9.7%	2
2023 Q2	$4.57M	Sell	47,662 -8,800	-16%	-$817K	11.37%	2
2023 Q1	$5.15M	Sell	56,462 -1,616	-3%	-$144K	12.03%	2
2022 Q4	$4.93M	Buy	58,078 +1,282	+2%	+$108K	11.07%	2
2022 Q3	$4.42M	Sell	56,796 -2,656	-4%	-$229K	10.87%	2
2022 Q2	$4.99M	Sell	59,452 -36	-0.1%	-$3.28K	10.28%	1
2022 Q1	$5.94M	Hold	59,488	–	–	11.1%	2
2021 Q4	$6.29M	Sell	59,488 -1,753	-3%	-$183K	9.68%	2
2021 Q3	$6.12M	Sell	61,241 -493	-0.8%	-$50.6K	41.69%	1
2021 Q2	$6.25M	Sell	61,734 -1,000	-2%	-$99.7K	41.76%	1
2021 Q1	$5.97M	Hold	62,734	–	–	40.95%	1
2020 Q4	$5.69M	Buy	+62,734	New	+$5.36M	40.38%	1

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ACWI Position: Q2 2026 in Review

Sageworth Trust Company of South Dakota held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 31,062 shares worth $4.88M. The position accounts for 3.01% of the portfolio, ranked #9.

Sageworth Trust Company of South Dakota first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.29M in Q4 2021. 608 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Sageworth Trust Company of South Dakota held 31,062 shares of iShares MSCI ACWI ETF worth $4.88M as of Q2 2026.
Sageworth Trust Company of South Dakota left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 3.01% of Sageworth Trust Company of South Dakota's portfolio in Q2 2026, its #9 holding.
Sageworth Trust Company of South Dakota first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
Sageworth Trust Company of South Dakota's iShares MSCI ACWI ETF position peaked at $6.29M in Q4 2021.
608 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2026, filed 28 Jul 2026.