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Sowell Financial Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sowell Financial Services’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 		$724K Sell
4,612
-26
-0.6% -$3.97K 0.02% 545
2026
Q1 		$642K Sell
4,638
-24
-0.5% -$3.45K 0.02% 561
2025
Q4 		$660K Sell
4,662
-38
-0.8% -$5.33K 0.02% 561
2025
Q3 		$650K Buy
4,700
+86
+2% +$11.4K 0.02% 560
2025
Q2 		$593K Sell
4,614
-254
-5% -$30.5K 0.02% 563
2025
Q1 		$567K Buy
+4,868
New +$583K 0.03% 553
2024
Q4 		– Sell
-20,612
Closed -$2.46M – 507
2024
Q3 		$2.46M Sell
20,612
-27
-0.1% -$3.09K 0.11% 200
2024
Q2 		$2.32M Sell
20,639
-27
-0.1% -$2.97K 0.11% 186
2024
Q1 		$2.28M Buy
20,666
+9,396
+83% +$987K 0.11% 205
2023
Q4 		$1.15M Sell
11,270
-996
-8% -$95.3K 0.06% 300
2023
Q3 		$1.13M Buy
12,266
+77
+0.6% +$7.39K 0.07% 292
2023
Q2 		$1.17M Buy
12,189
+8,371
+219% +$777K 0.07% 322
2023
Q1 		$348K Buy
+3,818
New +$341K 0.03% 521
2022
Q1 		– Sell
-31,208
Closed -$3.3M – 175
2021
Q4 		$3.3M Buy
31,208
+7,721
+33% +$807K 0.19% 120
2021
Q3 		$2.35M Sell
23,487
-1,084
-4% -$111K 0.16% 157
2021
Q2 		$2.49M Sell
24,571
-8,078
-25% -$805K 0.16% 156
2021
Q1 		$3.25M Sell
32,649
-1,944
-6% -$183K 0.11% 174
2020
Q4 		$3.14M Sell
34,593
-575
-2% -$49.1K 0.13% 139
2020
Q3 		$2.81M Sell
35,168
-40,374
-53% -$3.2M 0.14% 130
2020
Q2 		$5.57M Buy
75,542
+10,509
+16% +$733K 0.31% 78
2020
Q1 		$4.07M Buy
65,033
+24,240
+59% +$1.8M 0.3% 84
2019
Q4 		$3.23M Buy
40,793
+12,515
+44% +$957K 0.25% 85
2019
Q3 		$2.09M Buy
+28,278
New +$2.07M 0.17% 123
2019
Q1 		$317K Buy
+4,391
New +$305K 0.04% 443

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

Sowell Financial Services's ACWI Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.56% in Q2 2026, selling an estimated $3.97K and leaving 4,612 shares worth $724K. The position accounts for 0.02% of the portfolio, ranked #545.

Sowell Financial Services first reported a position in ACWI in Q1 2019 and has held it in 24 quarters since. The position peaked at $5.57M in Q2 2020. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sowell Financial Services held 4,612 shares of iShares MSCI ACWI ETF worth $724K as of Q2 2026.
  • Sowell Financial Services sold 26 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $3.97K.
  • iShares MSCI ACWI ETF made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #545 holding.
  • Sowell Financial Services first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 24 quarters since.
  • Sowell Financial Services's iShares MSCI ACWI ETF position peaked at $5.57M in Q2 2020.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.