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

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

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.

844 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.
844 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.