Souders Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Souders Financial Advisors’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	–	Sell	-5,113	Closed	-$723K	–	218
2025 Q4	$723K	Buy	+5,113	New	+$718K	0.08%	111
2025 Q1	–	Sell	-5,721	Closed	-$672K	–	185
2024 Q4	$672K	Buy	+5,721	New	+$687K	0.09%	115
2024 Q1	–	Sell	-4,370	Closed	-$445K	–	161
2023 Q4	$445K	Buy	+4,370	New	+$418K	0.08%	123
2023 Q1	–	Sell	-11,073	Closed	-$940K	–	146
2022 Q4	$940K	Buy	+11,073	New	+$932K	0.21%	82
2022 Q1	–	Sell	-6,434	Closed	-$681K	–	144
2021 Q4	$681K	Buy	+6,434	New	+$672K	0.2%	93

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $361M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Granger Management New York $323M AUM 22.35% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Souders Financial Advisors's ACWI Position: Q1 2026 in Review

Souders Financial Advisors sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2026, closing a stake of 5,113 shares — an estimated $723K sold.

Souders Financial Advisors first reported a position in ACWI in Q4 2021 and held it in 5 quarters. The position peaked at $940K in Q4 2022. 803 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Souders Financial Advisors reported no remaining iShares MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
Souders Financial Advisors sold 5,113 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $723K.
Souders Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and held it in 5 quarters.
Souders Financial Advisors's iShares MSCI ACWI ETF position peaked at $940K in Q4 2022.
803 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.