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Sax Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sax Wealth 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 		$608K Buy
+4,392
New +$671K 0.02% 304

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Sax Wealth Advisors's ACWI Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 4,392 shares worth $608K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

183 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sax Wealth Advisors held 4,392 shares of iShares MSCI ACWI ETF worth $608K as of Q2 2026.
  • iShares MSCI ACWI ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • 183 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.