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Smith & Howard Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Smith & Howard Wealth Management’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 		$31K Buy
+200
New +$30.6K 0.01% 98
2026
Q1 		– Sell
-200
Closed -$31K – 89
2025
Q4 		$31K Buy
+200
New +$28.1K 0.01% 90

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Smith & Howard Wealth Management's ACWI Position: Q2 2026 in Review

Smith & Howard Wealth Management sold out of iShares MSCI ACWI ETF (ACWI) in Q2 2026, closing a stake of 500 shares — an estimated $76.4K sold.

Smith & Howard Wealth Management first reported a position in ACWI in Q1 2026 and held it in 1 quarter. The position peaked at $69.4K in Q1 2026. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Smith & Howard Wealth Management reported no remaining iShares MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 500 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $76.4K.
  • Smith & Howard Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2026 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares MSCI ACWI ETF position peaked at $69.4K in Q1 2026.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.