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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
2025
Q1 		– Hold
0
– -$11.8K – 1372
2024
Q4 		– Hold
0
– – – 1342

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 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
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 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. 350 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.
  • 350 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.