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

SNS 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
Q1 		$3.76M Sell
27,154
-150
-0.5% -$21.6K 0.32% 33
2025
Q4 		$3.86M Sell
27,304
-150
-0.5% -$21.1K 0.33% 33
2025
Q3 		$3.8M Sell
27,454
-136
-0.5% -$18.1K 0.33% 33
2025
Q2 		$3.55M Sell
27,590
-240
-0.9% -$28.8K 0.34% 34
2025
Q1 		$3.24M Sell
27,830
-1,116
-4% -$134K 0.33% 38
2024
Q4 		$3.4M Sell
28,946
-919
-3% -$110K 0.35% 37
2024
Q3 		$3.57M Sell
29,865
-2,152
-7% -$247K 0.36% 36
2024
Q2 		$3.6M Sell
32,017
-431
-1% -$47.4K 0.39% 36
2024
Q1 		$3.57M Sell
32,448
-1,656
-5% -$174K 0.39% 35
2023
Q4 		$3.47M Sell
34,104
-1,086
-3% -$104K 0.41% 36
2023
Q3 		$3.25M Sell
35,190
-291
-0.8% -$27.9K 0.43% 35
2023
Q2 		$3.4M Sell
35,481
-2,375
-6% -$220K 0.44% 35
2023
Q1 		$3.45M Sell
37,856
-1,835
-5% -$164K 0.45% 37
2022
Q4 		$3.37M Sell
39,691
-643
-2% -$54.1K 0.45% 38
2022
Q3 		$3.14M Hold
40,334
– – 0.45% 40
2022
Q2 		$3.38M Sell
40,334
-2,090
-5% -$190K 0.44% 40
2022
Q1 		$4.23M Sell
42,424
-6,705
-14% -$668K 0.47% 42
2021
Q4 		$5.2M Sell
49,129
-1,055
-2% -$110K 0.55% 36
2021
Q3 		$5.01M Sell
50,184
-2,861
-5% -$294K 0.6% 33
2021
Q2 		$5.37M Sell
53,045
-1,774
-3% -$177K 0.68% 31
2021
Q1 		$5.22M Sell
54,819
-2,562
-4% -$241K 0.7% 32
2020
Q4 		$5.21M Sell
57,381
-1,822
-3% -$156K 0.75% 28
2020
Q3 		$4.73M Sell
59,203
-23,817
-29% -$1.89M 0.74% 28
2020
Q2 		$6.12M Sell
83,020
-16,141
-16% -$1.13M 1.11% 21
2020
Q1 		$6.21M Buy
99,161
+65,067
+191% +$4.82M 1.19% 20
2019
Q4 		$2.7M Sell
34,094
-389
-1% -$29.7K 0.48% 36
2019
Q3 		$2.54M Sell
34,483
-239
-0.7% -$17.5K 0.48% 41
2019
Q2 		$2.56M Sell
34,722
-4,678
-12% -$341K 0.48% 40
2019
Q1 		$2.84M Sell
39,400
-22,220
-36% -$1.54M 0.62% 35
2018
Q4 		$3.95M Buy
+61,620
New +$4.23M 0.98% 26

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SNS Financial Group's ACWI Position: Q1 2026 in Review

SNS Financial Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.55% in Q1 2026, selling an estimated $21.6K and leaving 27,154 shares worth $3.76M. The position accounts for 0.32% of the portfolio, ranked #33.

SNS Financial Group first reported a position in ACWI in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.21M in Q1 2020. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • SNS Financial Group held 27,154 shares of iShares MSCI ACWI ETF worth $3.76M as of Q1 2026.
  • SNS Financial Group sold 150 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $21.6K.
  • iShares MSCI ACWI ETF made up 0.32% of SNS Financial Group's portfolio in Q1 2026, its #33 holding.
  • SNS Financial Group first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 30 quarters since.
  • SNS Financial Group's iShares MSCI ACWI ETF position peaked at $6.21M in Q1 2020.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.