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Strategic Family Wealth Counselors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Strategic Family Wealth Counselors’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
Q1 		$2.23M Buy
16,103
+78
+0.5% +$11.2K 0.59% 43
2025
Q4 		$2.28M Buy
16,025
+18
+0.1% +$2.53K 0.51% 47
2025
Q3 		$2.21M Buy
16,007
+143
+0.9% +$19K 0.57% 42
2025
Q2 		$2.04M Buy
15,864
+1,590
+11% +$191K 0.58% 43
2025
Q1 		$1.66M Buy
14,274
+129
+0.9% +$15.5K 0.54% 44
2024
Q4 		$1.66M Buy
14,145
+5,119
+57% +$614K 0.54% 45
2024
Q3 		$1.08M Sell
9,026
-40
-0.4% -$4.58K 0.38% 50
2024
Q2 		$1.02M Hold
9,066
– – 0.39% 50
2024
Q1 		$998K Sell
9,066
-9,530
-51% -$1M 0.39% 49
2023
Q4 		$1.89M Buy
18,596
+9,150
+97% +$875K 0.79% 34
2023
Q3 		$873K Sell
9,446
-65
-0.7% -$6.24K 0.42% 44
2023
Q2 		$912K Sell
9,511
-1,292
-12% -$120K 0.42% 42
2023
Q1 		$985K Sell
10,803
-34,258
-76% -$3.06M 0.47% 41
2022
Q4 		$3.82M Buy
45,061
+28,062
+165% +$2.36M 1.9% 20
2022
Q3 		$1.32M Buy
16,999
+7,812
+85% +$675K 0.65% 33
2022
Q2 		$771K Hold
9,187
– – 0.37% 42
2022
Q1 		$917K Sell
9,187
-2,010
-18% -$200K 0.37% 40
2021
Q4 		$1.18M Buy
11,197
+1,577
+16% +$165K 0.38% 39
2021
Q3 		$961K Sell
9,620
-1
-0% -$103 0.33% 40
2021
Q2 		$974K Buy
9,621
+20
+0.2% +$1.99K 0.32% 40
2021
Q1 		$914K Hold
9,601
– – 0.34% 38
2020
Q4 		$871K Buy
9,601
+5,713
+147% +$488K 0.45% 38
2020
Q3 		$311K Buy
3,888
+631
+19% +$50K 0.17% 58
2020
Q2 		$240K Sell
3,257
-12,041
-79% -$840K 0.15% 68
2020
Q1 		$957K Buy
15,298
+12,467
+440% +$923K 0.72% 31
2019
Q4 		$224K Buy
+2,831
New +$216K 0.18% 61

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MGB
Mass General Brigham Somerville, Massachusetts $469M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Strategic Family Wealth Counselors's ACWI Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares MSCI ACWI ETF (ACWI) stake by 0.49% in Q1 2026, buying an estimated $11.2K and bringing the position to 16,103 shares worth $2.23M. The position accounts for 0.59% of the portfolio, ranked #43.

Strategic Family Wealth Counselors first reported a position in ACWI in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.82M in Q4 2022. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • Strategic Family Wealth Counselors held 16,103 shares of iShares MSCI ACWI ETF worth $2.23M as of Q1 2026.
  • Strategic Family Wealth Counselors bought 78 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $11.2K.
  • iShares MSCI ACWI ETF made up 0.59% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #43 holding.
  • Strategic Family Wealth Counselors first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Family Wealth Counselors's iShares MSCI ACWI ETF position peaked at $3.82M in Q4 2022.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.