Shum Financial Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Shum Financial Group’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	$796K	Buy	5,073 +471	+10%	+$72K	0.48%	50
2026 Q1	$637K	Buy	4,602 +260	+6%	+$37.4K	0.45%	59
2025 Q4	$614K	Buy	4,342 +517	+14%	+$72.6K	0.44%	60
2025 Q3	$529K	Buy	+3,825	New	+$508K	0.39%	63
2025 Q1	$1.35M	Buy	11,614 +224	+2%	+$26.8K	1.17%	27
2024 Q4	$1.34M	Buy	11,390 +307	+3%	+$36.8K	1.16%	27
2024 Q3	$1.32M	Buy	+11,083	New	+$1.27M	1.1%	29

Other funds holding ACWI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Shum Financial Group's ACWI Position: Q2 2026 in Review

Shum Financial Group increased its iShares MSCI ACWI ETF (ACWI) stake by 10% in Q2 2026, buying an estimated $72K and bringing the position to 5,073 shares worth $796K. The position accounts for 0.48% of the portfolio, ranked #50.

Shum Financial Group first reported a position in ACWI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q1 2025. 475 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Shum Financial Group held 5,073 shares of iShares MSCI ACWI ETF worth $796K as of Q2 2026.
Shum Financial Group bought 471 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $72K.
iShares MSCI ACWI ETF made up 0.48% of Shum Financial Group's portfolio in Q2 2026, its #50 holding.
Shum Financial Group first reported a position in iShares MSCI ACWI ETF in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's iShares MSCI ACWI ETF position peaked at $1.35M in Q1 2025.
475 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.