Sheets Smith Wealth Management’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 | $1.07M | Sell |
6,793
-785
| -10% | -$120K | 0.11% | 190 |
|
|
2026
Q1 | $1.05M | Buy |
7,578
+122
| +2% | +$17.5K | 0.12% | 183 |
|
|
2025
Q4 | $1.05M | Buy |
7,456
+320
| +4% | +$44.9K | 0.12% | 171 |
|
|
2025
Q3 | $986K | Buy |
7,136
+107
| +2% | +$14.2K | 0.11% | 177 |
|
|
2025
Q2 | $904K | Buy |
7,029
+99
| +1% | +$11.9K | 0.11% | 183 |
|
|
2025
Q1 | $807K | Sell |
6,930
-15
| -0.2% | -$1.8K | 0.1% | 184 |
|
|
2024
Q4 | $816K | Sell |
6,945
-156
| -2% | -$18.7K | 0.1% | 180 |
|
|
2024
Q3 | $849K | Sell |
7,101
-1,150
| -14% | -$132K | 0.1% | 173 |
|
|
2024
Q2 | $927K | Buy |
8,251
+498
| +6% | +$54.7K | 0.11% | 167 |
|
|
2024
Q1 | $854K | Sell |
7,753
-289
| -4% | -$30.3K | 0.1% | 176 |
|
|
2023
Q4 | $818K | Buy |
8,042
+698
| +10% | +$66.8K | 0.12% | 153 |
|
|
2023
Q3 | $678K | Buy |
7,344
+547
| +8% | +$52.5K | 0.1% | 169 |
|
|
2023
Q2 | $652K | Buy |
6,797
+296
| +5% | +$27.5K | 0.1% | 181 |
|
|
2023
Q1 | $593K | Buy |
6,501
+105
| +2% | +$9.37K | 0.09% | 182 |
|
|
2022
Q4 | $543K | Buy |
6,396
+236
| +4% | +$19.9K | 0.09% | 185 |
|
|
2022
Q3 | $479K | Sell |
6,160
-249
| -4% | -$21.5K | 0.08% | 185 |
|
|
2022
Q2 | $538K | Sell |
6,409
-104
| -2% | -$9.46K | 0.09% | 175 |
|
|
2022
Q1 | $650K | Buy |
6,513
+374
| +6% | +$37.3K | 0.09% | 178 |
|
|
2021
Q4 | $649K | Sell |
6,139
-58
| -0.9% | -$6.06K | 0.08% | 202 |
|
|
2021
Q3 | $619K | Sell |
6,197
-8
| -0.1% | -$821 | 0.08% | 192 |
|
|
2021
Q2 | $628K | Buy |
6,205
+222
| +4% | +$22.1K | 0.08% | 193 |
|
|
2021
Q1 | $569K | Buy |
5,983
+824
| +16% | +$77.4K | 0.08% | 186 |
|
|
2020
Q4 | $468K | Buy |
5,159
+2,092
| +68% | +$179K | 0.07% | 206 |
|
|
2020
Q3 | $245K | Buy |
3,067
+14
| +0.5% | +$1.11K | 0.04% | 261 |
|
|
2020
Q2 | $225K | Buy |
+3,053
| New | +$213K | 0.05% | 229 |
|
|
2020
Q1 | – | Sell |
-2,816
| Closed | -$223K | – | 272 |
|
|
2019
Q4 | $223K | Buy |
2,816
+78
| +3% | +$5.96K | 0.04% | 301 |
|
|
2019
Q3 | $202K | Sell |
2,738
-370
| -12% | -$27.1K | 0.04% | 287 |
|
|
2019
Q2 | $229K | Sell |
3,108
-105
| -3% | -$7.66K | 0.05% | 297 |
|
|
2019
Q1 | $232K | Buy |
3,213
+1
| +0% | +$70 | 0.05% | 290 |
|
|
2018
Q4 | $206K | Sell |
3,212
-80
| -2% | -$5.49K | 0.06% | 261 |
|
|
2018
Q3 | $244K | Buy |
3,292
+170
| +5% | +$12.4K | 0.05% | 311 |
|
|
2018
Q2 | $222K | Buy |
3,122
+22
| +0.7% | +$1.6K | 0.05% | 290 |
|
|
2018
Q1 | $222K | Hold |
3,100
| – | – | 0.05% | 287 |
|
|
2017
Q4 | $223K | Buy |
3,100
+148
| +5% | +$10.5K | 0.05% | 300 |
|
|
2017
Q3 | $203K | Buy |
+2,952
| New | +$199K | 0.05% | 294 |
|
Other funds holding ACWI
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Sheets Smith Wealth Management's ACWI Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, selling an estimated $120K and leaving 6,793 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #190.
Sheets Smith Wealth Management first reported a position in ACWI in Q3 2017 and has held it in 35 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.
- Sheets Smith Wealth Management held 6,793 shares of iShares MSCI ACWI ETF worth $1.07M as of Q2 2026.
- Sheets Smith Wealth Management sold 785 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $120K.
- iShares MSCI ACWI ETF made up 0.11% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #190 holding.
- Sheets Smith Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 35 quarters since.
- 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.