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Stonebridge Financial Group (Pennsylvania)’s iShares MSCI ACWI ETF ACWI Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$382K Hold
2,436
– – 0.03% 203
2026
Q1 		$337K Sell
2,436
-844
-26% -$121K 0.03% 201
2025
Q4 		$464K Buy
3,280
+41
+1% +$5.75K 0.04% 171
2025
Q3 		$448K Buy
3,239
+5
+0.2% +$664 0.04% 166
2025
Q2 		$416K Buy
3,234
+728
+29% +$87.3K 0.04% 171
2025
Q1 		$292K Buy
2,506
+7
+0.3% +$839 0.03% 188
2024
Q4 		$294K Buy
+2,499
New +$300K 0.03% 191

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
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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s ACWI Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,436 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #203.

Stonebridge Financial Group (Pennsylvania) first reported a position in ACWI in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q4 2025. 707 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,436 shares of iShares MSCI ACWI ETF worth $382K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.03% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #203 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares MSCI ACWI ETF position peaked at $464K in Q4 2025.
  • 707 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.