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

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

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. 844 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.
844 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.