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SC&H Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

SC&H Financial 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 		$245K Hold
1,563
– – 0.03% 148
2026
Q1 		$216K Hold
1,563
– – 0.03% 151
2025
Q4 		$221K Hold
1,563
– – 0.03% 152
2025
Q3 		$216K Hold
1,563
– – 0.04% 143
2025
Q2 		$201K Buy
+1,563
New +$187K 0.03% 154

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

SC&H Financial Advisors's ACWI Position: Q2 2026 in Review

SC&H Financial Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,563 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #148.

SC&H Financial Advisors first reported a position in ACWI in Q2 2025 and has held it in 5 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • SC&H Financial Advisors held 1,563 shares of iShares MSCI ACWI ETF worth $245K as of Q2 2026.
  • SC&H Financial Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • SC&H Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.