SFMG Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

SFMG Wealth 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	$999K	Hold	6,362	–	–	0.06%	127
2026 Q1	$880K	Hold	6,362	–	–	0.06%	123
2025 Q4	$900K	Sell	6,362 -1,230	-16%	-$173K	0.06%	116
2025 Q3	$1.05M	Hold	7,592	–	–	0.07%	106
2025 Q2	$976K	Hold	7,592	–	–	0.07%	107
2025 Q1	$884K	Hold	7,592	–	–	0.07%	111
2024 Q4	$892K	Hold	7,592	–	–	0.07%	104
2024 Q3	$908K	Hold	7,592	–	–	0.07%	100
2024 Q2	$853K	Hold	7,592	–	–	0.07%	97
2024 Q1	$836K	Hold	7,592	–	–	0.07%	101
2023 Q4	$773K	Buy	+7,592	New	+$726K	0.07%	102

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

SFMG Wealth Advisors's ACWI Position: Q2 2026 in Review

SFMG Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 6,362 shares worth $999K. The position accounts for 0.06% of the portfolio, ranked #127.

SFMG Wealth Advisors first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

SFMG Wealth Advisors held 6,362 shares of iShares MSCI ACWI ETF worth $999K as of Q2 2026.
SFMG Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #127 holding.
SFMG Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
SFMG Wealth Advisors's iShares MSCI ACWI ETF position peaked at $1.05M in Q3 2025.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.