SPIA
ACWI icon

Steward Partners Investment Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Steward Partners Investment Advisory’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 		$4.21M Sell
26,811
-16,848
-39% -$2.57M 0.02% 625
2026
Q1 		$6.04M Buy
43,659
+7,325
+20% +$1.05M 0.03% 449
2025
Q4 		$5.14M Sell
36,334
-92
-0.3% -$12.9K 0.03% 458
2025
Q3 		$5.04M Buy
36,426
+450
+1% +$59.8K 0.03% 468
2025
Q2 		$4.63M Buy
35,976
+16,290
+83% +$1.95M 0.04% 453
2025
Q1 		$2.29M Sell
19,686
-452
-2% -$54.2K 0.02% 627
2024
Q4 		$2.37M Buy
20,138
+36
+0.2% +$4.32K 0.02% 582
2024
Q3 		$2.4M Buy
20,102
+333
+2% +$38.2K 0.02% 570
2024
Q2 		$2.22M Sell
19,769
-795
-4% -$87.4K 0.02% 555
2024
Q1 		$2.26M Sell
20,564
-215
-1% -$22.6K 0.03% 543
2023
Q4 		$2.11M Hold
20,779
– – 0.03% 491
2023
Q3 		$1.92M Buy
20,779
+1,555
+8% +$149K 0.03% 484
2023
Q2 		$1.84M Buy
19,224
+527
+3% +$48.9K 0.03% 502
2023
Q1 		$1.7M Sell
18,697
-3,321
-15% -$296K 0.03% 511
2022
Q4 		$1.87M Sell
22,018
-2,916
-12% -$245K 0.03% 468
2022
Q3 		$1.94M Buy
24,934
+20,783
+501% +$1.8M 0.04% 437
2022
Q2 		$348K Hold
4,151
– – 0.01% 974
2022
Q1 		$414K Hold
4,151
– – 0.01% 991
2021
Q4 		$439K Hold
4,151
– – 0.01% 987
2021
Q3 		$415K Hold
4,151
– – 0.01% 970
2021
Q2 		$420K Hold
4,151
– – 0.01% 1004
2021
Q1 		$395K Sell
4,151
-2,445
-37% -$230K 0.01% 978
2020
Q4 		$598K Sell
6,596
-597
-8% -$51K 0.01% 706
2020
Q3 		$575K Buy
7,193
+5,967
+487% +$473K 0.01% 624
2020
Q2 		$90K Buy
1,226
+865
+240% +$60.3K ﹤0.01% 1193
2020
Q1 		$22K Sell
361
-1,641
-82% -$122K ﹤0.01% 1569
2019
Q4 		$158K Buy
2,002
+200
+11% +$15.3K ﹤0.01% 954
2019
Q3 		$132K Sell
1,802
-386
-18% -$28.3K ﹤0.01% 983
2019
Q2 		$161K Buy
+2,188
New +$160K 0.01% 881

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

Steward Partners Investment Advisory's ACWI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares MSCI ACWI ETF (ACWI) stake by 39% in Q2 2026, selling an estimated $2.57M and leaving 26,811 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #625.

Steward Partners Investment Advisory first reported a position in ACWI in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.04M in Q1 2026. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Steward Partners Investment Advisory held 26,811 shares of iShares MSCI ACWI ETF worth $4.21M as of Q2 2026.
  • Steward Partners Investment Advisory sold 16,848 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.57M.
  • iShares MSCI ACWI ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #625 holding.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI ACWI ETF in Q2 2019 and has held it in 29 quarters since.
  • Steward Partners Investment Advisory's iShares MSCI ACWI ETF position peaked at $6.04M in Q1 2026.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.