SSA Swiss Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

SSA Swiss 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 Q3	$192K	Sell	1,208 -231	-16%	-$36.7K	0.12%	73
2026 Q2	$226K	Hold	1,439	–	–	0.08%	80
2026 Q1	$199K	Sell	1,439 -244	-14%	-$35.1K	0.09%	71
2025 Q4	$238K	Sell	1,683 -265	-14%	-$37.2K	0.11%	68
2025 Q3	$270K	Sell	1,948 -1,207	-38%	-$160K	0.13%	72
2025 Q2	$415K	Sell	3,155 -1,037	-25%	-$124K	0.2%	61
2025 Q1	$488K	Buy	+4,192	New	+$502K	0.25%	63

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

Copos Capital Luxembourg $936M AUM

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return

SSA Swiss Advisors's ACWI Position: Q3 2026 in Review

SSA Swiss Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 16% in Q3 2026, selling an estimated $36.7K and leaving 1,208 shares worth $192K. The position accounts for 0.12% of the portfolio, ranked #73.

SSA Swiss Advisors first reported a position in ACWI in Q1 2025 and has held it in 7 quarters since. The position peaked at $488K in Q1 2025. 617 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

SSA Swiss Advisors held 1,208 shares of iShares MSCI ACWI ETF worth $192K as of Q3 2026.
SSA Swiss Advisors sold 231 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $36.7K.
iShares MSCI ACWI ETF made up 0.12% of SSA Swiss Advisors's portfolio in Q3 2026, its #73 holding.
SSA Swiss Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 7 quarters since.
SSA Swiss Advisors's iShares MSCI ACWI ETF position peaked at $488K in Q1 2025.
617 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on SSA Swiss Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.