Sharkey, Howes & Javer’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Sell |
12,407
-744
| -6% | -$114K | 0.24% | 57 |
|
|
2026
Q1 | $1.82M | Sell |
13,151
-3,947
| -23% | -$567K | 0.25% | 60 |
|
|
2025
Q4 | $2.42M | Sell |
17,098
-4,232
| -20% | -$594K | 0.31% | 51 |
|
|
2025
Q3 | $2.95M | Sell |
21,330
-1,071
| -5% | -$142K | 0.38% | 47 |
|
|
2025
Q2 | $2.88M | Sell |
22,401
-9,731
| -30% | -$1.17M | 0.39% | 50 |
|
|
2025
Q1 | $3.74M | Sell |
32,132
-768
| -2% | -$92K | 0.54% | 38 |
|
|
2024
Q4 | $3.87M | Buy |
32,900
+2,270
| +7% | +$272K | 0.54% | 34 |
|
|
2024
Q3 | $3.66M | Buy |
30,630
+23,035
| +303% | +$2.64M | 0.52% | 33 |
|
|
2024
Q2 | $854K | Sell |
7,595
-33,539
| -82% | -$3.69M | 0.14% | 71 |
|
|
2024
Q1 | $4.53M | Buy |
41,134
+37,922
| +1,181% | +$3.98M | 0.74% | 24 |
|
|
2023
Q4 | $327K | Buy |
3,212
+319
| +11% | +$30.5K | 0.06% | 89 |
|
|
2023
Q3 | $267K | Hold |
2,893
| – | – | 0.05% | 93 |
|
|
2023
Q2 | $278K | Buy |
2,893
+672
| +30% | +$62.4K | 0.05% | 83 |
|
|
2023
Q1 | $202K | Buy |
+2,221
| New | +$198K | 0.04% | 91 |
|
|
2022
Q4 | – | Sell |
-2,847
| Closed | -$222K | – | 95 |
|
|
2022
Q3 | $222K | Hold |
2,847
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $239K | Buy |
+2,847
| New | +$259K | 0.06% | 80 |
|
|
2021
Q1 | – | Sell |
-8,625
| Closed | -$782K | – | 78 |
|
|
2020
Q4 | $782K | Sell |
8,625
-295
| -3% | -$25.2K | 0.26% | 41 |
|
|
2020
Q3 | $713K | Buy |
8,920
+1,112
| +14% | +$88.1K | 0.27% | 42 |
|
|
2020
Q2 | $576K | Buy |
+7,808
| New | +$545K | 0.25% | 46 |
|
|
2019
Q1 | – | Sell |
-6,631
| Closed | -$425K | – | 202 |
|
|
2018
Q4 | $425K | Buy |
6,631
+4,939
| +292% | +$339K | 0.28% | 33 |
|
|
2018
Q3 | $126K | Sell |
1,692
-166
| -9% | -$12.1K | 0.07% | 73 |
|
|
2018
Q2 | $132K | Buy |
1,858
+28
| +2% | +$2.03K | 0.07% | 60 |
|
|
2018
Q1 | $131K | Sell |
1,830
-1,328
| -42% | -$97.8K | 0.07% | 50 |
|
|
2017
Q4 | $228K | Buy |
3,158
+803
| +34% | +$56.8K | 0.13% | 33 |
|
|
2017
Q3 | $164K | Hold |
2,355
| – | – | 0.09% | 44 |
|
|
2017
Q2 | $154K | Hold |
2,355
| – | – | 0.09% | 39 |
|
|
2017
Q1 | $149K | Sell |
2,355
-3,516
| -60% | -$218K | 0.08% | 42 |
|
|
2016
Q4 | $347K | Sell |
5,871
-260
| -4% | -$15.3K | 0.21% | 25 |
|
|
2016
Q3 | $362K | Sell |
6,131
-1,382
| -18% | -$80.6K | 0.22% | 25 |
|
|
2016
Q2 | $422K | Buy |
7,513
+1,576
| +27% | +$89K | 0.26% | 23 |
|
|
2016
Q1 | $333K | Buy |
5,937
+3,333
| +128% | +$177K | 0.24% | 27 |
|
|
2015
Q4 | $145K | Sell |
2,604
-2,228
| -46% | -$127K | 0.1% | 47 |
|
|
2015
Q3 | $268K | Buy |
+4,832
| New | +$278K | 0.21% | 32 |
|
Other funds holding ACWI
HIIFS
ST
RCWVOTCITCONY
Sharkey, Howes & Javer's ACWI Position: Q2 2026 in Review
Sharkey, Howes & Javer reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.7% in Q2 2026, selling an estimated $114K and leaving 12,407 shares worth $1.95M. The position accounts for 0.24% of the portfolio, ranked #57.
Sharkey, Howes & Javer first reported a position in ACWI in Q3 2015 and has held it in 33 quarters since. The position peaked at $4.53M in Q1 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.
- Sharkey, Howes & Javer held 12,407 shares of iShares MSCI ACWI ETF worth $1.95M as of Q2 2026.
- Sharkey, Howes & Javer sold 744 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $114K.
- iShares MSCI ACWI ETF made up 0.24% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #57 holding.
- Sharkey, Howes & Javer first reported a position in iShares MSCI ACWI ETF in Q3 2015 and has held it in 33 quarters since.
- Sharkey, Howes & Javer's iShares MSCI ACWI ETF position peaked at $4.53M in Q1 2024.
- 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.
Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.