Schwarz Dygos Wheeler Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Schwarz Dygos Wheeler Investment 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	$274K	Buy	1,747 +21	+1%	+$3.21K	0.05%	144
2026 Q1	$239K	Buy	1,726 +10	+0.6%	+$1.44K	0.05%	148
2025 Q4	$243K	Hold	1,716	–	–	0.05%	149
2025 Q3	$237K	Hold	1,716	–	–	0.05%	152
2025 Q2	$221K	Sell	1,716 -126	-7%	-$15.1K	0.05%	154
2025 Q1	$214K	Sell	1,842 -28	-1%	-$3.35K	0.05%	153
2024 Q4	$220K	Sell	1,870 -137	-7%	-$16.4K	0.05%	154
2024 Q3	$240K	Hold	2,007	–	–	0.06%	140
2024 Q2	$226K	Buy	2,007 +30	+2%	+$3.3K	0.06%	137
2024 Q1	$218K	Buy	+1,977	New	+$208K	0.06%	139

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

Schwarz Dygos Wheeler Investment Advisors's ACWI Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.2% in Q2 2026, buying an estimated $3.21K and bringing the position to 1,747 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #144.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ACWI in Q1 2024 and has held it in 10 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,747 shares of iShares MSCI ACWI ETF worth $274K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors bought 21 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.21K.
iShares MSCI ACWI ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #144 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.