Sequoia Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sequoia 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	$180M	Sell	1,146,645 -51,251	-4%	-$7.83M	0.9%	25
2026 Q1	$166M	Sell	1,197,896 -48,518	-4%	-$6.97M	0.93%	23
2025 Q4	$176M	Sell	1,246,414 -46,910	-4%	-$6.58M	0.98%	21
2025 Q3	$179M	Sell	1,293,324 -32,673	-2%	-$4.34M	1.09%	18
2025 Q2	$171M	Buy	1,325,997 +201,224	+18%	+$24.1M	1.17%	14
2025 Q1	$131M	Sell	1,124,773 -174,453	-13%	-$20.9M	1.01%	14
2024 Q4	$153M	Buy	1,299,226 +33,587	+3%	+$4.03M	1.47%	9
2024 Q3	$151M	Buy	1,265,639 +29,008	+2%	+$3.32M	1.62%	9
2024 Q2	$139M	Buy	1,236,631 +53,612	+5%	+$5.89M	1.67%	9
2024 Q1	$130M	Buy	1,183,019 +41,404	+4%	+$4.35M	1.62%	10
2023 Q4	$116M	Buy	1,141,615 +98,804	+9%	+$9.45M	1.44%	11
2023 Q3	$96.3M	Buy	1,042,811 +20,721	+2%	+$1.99M	1.69%	12
2023 Q2	$98.1M	Buy	1,022,090 +210,944	+26%	+$19.6M	1.68%	12
2023 Q1	$73.9M	Buy	811,146 +11,387	+1%	+$1.02M	1.64%	10
2022 Q4	$67.9M	Buy	799,759 +160,660	+25%	+$13.5M	1.67%	11
2022 Q3	$49.7M	Sell	639,099 -19,056	-3%	-$1.65M	1.57%	15
2022 Q2	$55.2M	Sell	658,155 -19,717	-3%	-$1.79M	1.56%	13
2022 Q1	$67.6M	Buy	677,872 +85,868	+15%	+$8.56M	1.69%	13
2021 Q4	$62.6M	Buy	592,004 +458,381	+343%	+$47.9M	1.71%	13
2021 Q3	$13.4M	Sell	133,623 -370,292	-73%	-$38M	1.36%	18
2021 Q2	$51M	Buy	503,915 +138,942	+38%	+$13.8M	1.86%	10
2021 Q1	$34.7M	Buy	364,973 +97,645	+37%	+$9.17M	1.45%	16
2020 Q4	$24.3M	Buy	267,328 +70,470	+36%	+$6.02M	1.11%	16
2020 Q3	$15.7M	Buy	196,858 +54,019	+38%	+$4.28M	0.83%	20
2020 Q2	$10.5M	Buy	142,839 +21,572	+18%	+$1.51M	0.62%	28
2020 Q1	$7.59M	Buy	121,267 +32,718	+37%	+$2.42M	0.56%	25
2019 Q4	$7.02M	Buy	88,549 +8,109	+10%	+$620K	0.45%	28
2019 Q3	$5.93M	Buy	80,440 +11,968	+17%	+$877K	0.43%	31
2019 Q2	$5.05M	Buy	68,472 +15,534	+29%	+$1.13M	0.38%	41
2019 Q1	$3.82M	Buy	52,938 +15,330	+41%	+$1.07M	0.31%	51
2018 Q4	$2.41M	Sell	37,608 -1,056	-3%	-$72.5K	0.28%	61
2018 Q3	$2.87M	Sell	38,664 -196	-0.5%	-$14.3K	0.29%	61
2018 Q2	$2.76M	Sell	38,860 -1,738	-4%	-$126K	0.29%	60
2018 Q1	$2.91M	Sell	40,598 -1,434	-3%	-$106K	0.31%	63
2017 Q4	$3.03M	Buy	42,032 +4,859	+13%	+$344K	0.32%	64
2017 Q3	$2.56M	Buy	37,173 +1,958	+6%	+$132K	0.3%	65
2017 Q2	$2.31M	Sell	35,215 -12	-0%	-$779	0.29%	68
2017 Q1	$2.23M	Sell	35,227 -2,276	-6%	-$141K	0.28%	64
2016 Q4	$2.22M	Buy	37,503 +20,259	+117%	+$1.19M	0.32%	59
2016 Q3	$1.02M	Buy	+17,244	New	+$1.01M	0.19%	80

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

Sequoia Financial Advisors's ACWI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 4.3% in Q2 2026, selling an estimated $7.83M and leaving 1,146,645 shares worth $180M. The position accounts for 0.9% of the portfolio, ranked #25.

Sequoia Financial Advisors first reported a position in ACWI in Q3 2016 and has held it in 40 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Sequoia Financial Advisors held 1,146,645 shares of iShares MSCI ACWI ETF worth $180M as of Q2 2026.
Sequoia Financial Advisors sold 51,251 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $7.83M.
iShares MSCI ACWI ETF made up 0.9% of Sequoia Financial Advisors's portfolio in Q2 2026, its #25 holding.
Sequoia Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2016 and has held it in 40 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.