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Spire Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Spire 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 		$110K Hold
703
– – ﹤0.01% 950
2026
Q1 		$97.3K Hold
703
– – ﹤0.01% 965
2025
Q4 		$99.5K Sell
703
-350
-33% -$49.1K ﹤0.01% 992
2025
Q3 		$146K Hold
1,053
– – 0.01% 877
2025
Q2 		$135K Sell
1,053
-1,761
-63% -$211K ﹤0.01% 870
2025
Q1 		$327K Hold
2,814
– – 0.01% 691
2024
Q4 		$331K Buy
2,814
+1
+0% +$120 0.01% 676
2024
Q3 		$336K Hold
2,813
– – 0.01% 613
2024
Q2 		$316K Buy
2,813
+1
+0% +$110 0.01% 599
2024
Q1 		$310K Hold
2,812
– – 0.01% 656
2023
Q4 		$286K Sell
2,812
-31
-1% -$2.97K 0.01% 667
2023
Q3 		$263K Hold
2,843
– – 0.01% 628
2023
Q2 		$273K Sell
2,843
-623
-18% -$57.8K 0.01% 630
2023
Q1 		$316K Buy
3,466
+1,400
+68% +$125K 0.01% 604
2022
Q4 		$175K Buy
2,066
+1,471
+247% +$124K 0.01% 587
2022
Q3 		$46K Sell
595
-1,377
-70% -$119K ﹤0.01% 976
2022
Q2 		$165K Sell
1,972
-72
-4% -$6.55K 0.01% 831
2022
Q1 		$204K Buy
2,044
+349
+21% +$34.8K 0.01% 890
2021
Q4 		$179K Sell
1,695
-1,396
-45% -$146K ﹤0.01% 1140
2021
Q3 		$309K Hold
3,091
– – 0.01% 743
2021
Q2 		$313K Sell
3,091
-175
-5% -$17.4K 0.01% 758
2021
Q1 		$311K Buy
+3,266
New +$307K 0.01% 844

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

Spire Wealth Management's ACWI Position: Q2 2026 in Review

Spire Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 703 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Spire Wealth Management first reported a position in ACWI in Q1 2021 and has held it in 22 quarters since. The position peaked at $336K in Q3 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Spire Wealth Management held 703 shares of iShares MSCI ACWI ETF worth $110K as of Q2 2026.
  • Spire Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #950 holding.
  • Spire Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares MSCI ACWI ETF position peaked at $336K in Q3 2024.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.