ST
ACWI icon

Sentinel Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sentinel Trust’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 		$30.7M Sell
195,752
-22,216
-10% -$3.39M 2.72% 8
2026
Q1 		$30.2M Buy
217,968
+10,270
+5% +$1.48M 3% 8
2025
Q4 		$29.4M Hold
207,698
– – 2.89% 8
2025
Q3 		$28.7M Hold
207,698
– – 2.93% 8
2025
Q2 		$26.7M Sell
207,698
-27,580
-12% -$3.31M 2.9% 8
2025
Q1 		$27.4M Buy
235,278
+41,035
+21% +$4.92M 3.23% 6
2024
Q4 		$22.8M Buy
194,243
+8,354
+4% +$1M 2.62% 8
2024
Q3 		$22.2M Buy
185,889
+35,596
+24% +$4.08M 2.53% 6
2024
Q2 		$16.9M Buy
150,293
+23,238
+18% +$2.55M 2.08% 9
2024
Q1 		$14M Buy
+127,055
New +$13.3M 1.81% 10
2021
Q2 		– Sell
-6,495
Closed -$618K – 83
2021
Q1 		$618K Sell
6,495
-21,505
-77% -$2.02M 0.11% 50
2020
Q4 		$2.54M Buy
+28,000
New +$2.39M 0.44% 26

Other funds holding ACWI

PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Sentinel Trust's ACWI Position: Q2 2026 in Review

Sentinel Trust reduced its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, selling an estimated $3.39M and leaving 195,752 shares worth $30.7M. The position accounts for 2.72% of the portfolio, ranked #8.

Sentinel Trust first reported a position in ACWI in Q4 2020 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sentinel Trust held 195,752 shares of iShares MSCI ACWI ETF worth $30.7M as of Q2 2026.
  • Sentinel Trust sold 22,216 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.39M.
  • iShares MSCI ACWI ETF made up 2.72% of Sentinel Trust's portfolio in Q2 2026, its #8 holding.
  • Sentinel Trust first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.