SFC
ACWI icon

SYM Financial Corp’s iShares MSCI ACWI ETF ACWI Stock Holding History

SYM Financial Corp’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 		$1.76M Sell
12,725
-24
-0.2% -$3.45K 0.18% 39
2025
Q4 		$1.8M Sell
12,749
-213
-2% -$29.9K 0.19% 35
2025
Q3 		$1.79M Sell
12,962
-590
-4% -$78.4K 0.19% 36
2025
Q2 		$1.74M Sell
13,552
-1,555
-10% -$186K 0.2% 34
2025
Q1 		$1.76M Buy
15,107
+371
+3% +$44.5K 0.22% 27
2024
Q4 		$1.73M Sell
14,736
-290
-2% -$34.8K 0.22% 29
2024
Q3 		$1.8M Sell
15,026
-145
-1% -$16.6K 0.24% 32
2024
Q2 		$1.71M Sell
15,171
-68
-0.4% -$7.47K 0.27% 25
2024
Q1 		$1.68M Sell
15,239
-151
-1% -$15.9K 0.28% 24
2023
Q4 		$1.57M Sell
15,390
-2,104
-12% -$201K 0.25% 26
2023
Q3 		$1.62M Sell
17,494
-1,348
-7% -$129K 0.29% 23
2023
Q2 		$1.81M Sell
18,842
-2,476
-12% -$230K 0.37% 19
2023
Q1 		$1.94M Sell
21,318
-5,542
-21% -$494K 0.43% 18
2022
Q4 		$2.28M Sell
26,860
-11,645
-30% -$980K 0.54% 13
2022
Q3 		$3M Buy
38,505
+15,159
+65% +$1.31M 1.45% 10
2022
Q2 		$1.96M Buy
23,346
+10,377
+80% +$944K 0.93% 13
2022
Q1 		$1.29M Buy
12,969
+980
+8% +$97.6K 0.56% 15
2021
Q4 		$1.27M Sell
11,989
-105
-0.9% -$11K 0.49% 16
2021
Q3 		$1.21M Hold
12,094
– – 0.71% 13
2021
Q2 		$1.22M Hold
12,094
– – 0.7% 13
2021
Q1 		$1.15M Sell
12,094
-350
-3% -$32.9K 0.66% 12
2020
Q4 		$1.13M Sell
12,444
-227
-2% -$19.4K 0.83% 8
2020
Q3 		$1.01M Hold
12,671
– – 0.76% 10
2020
Q2 		$934K Sell
12,671
-1,497
-11% -$104K 0.75% 12
2020
Q1 		$886K Buy
14,168
+1,593
+13% +$118K 0.89% 11
2019
Q4 		$997K Buy
12,575
+330
+3% +$25.2K 0.66% 10
2019
Q3 		$903K Sell
12,245
-2,913
-19% -$213K 0.6% 10
2019
Q2 		$1.12M Buy
15,158
+2,426
+19% +$177K 0.72% 10
2019
Q1 		$919K Sell
12,732
-4,539
-26% -$316K 0.58% 10
2018
Q4 		$1.11M Buy
17,271
+5,893
+52% +$405K 0.44% 15
2018
Q3 		$845K Buy
11,378
+20
+0.2% +$1.46K 0.47% 9
2018
Q2 		$808K Sell
11,358
-4,881
-30% -$354K 0.48% 6
2018
Q1 		$1.16M Sell
16,239
-362
-2% -$26.7K 0.71% 5
2017
Q4 		$1.2M Buy
+16,601
New +$1.17M 0.54% 7

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 $2.33B AUM 20.04% 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

SYM Financial Corp's ACWI Position: Q1 2026 in Review

SYM Financial Corp reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.19% in Q1 2026, selling an estimated $3.45K and leaving 12,725 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #39.

SYM Financial Corp first reported a position in ACWI in Q4 2017 and has held it in 34 quarters since. The position peaked at $3M in Q3 2022. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

  • SYM Financial Corp held 12,725 shares of iShares MSCI ACWI ETF worth $1.76M as of Q1 2026.
  • SYM Financial Corp sold 24 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $3.45K.
  • iShares MSCI ACWI ETF made up 0.18% of SYM Financial Corp's portfolio in Q1 2026, its #39 holding.
  • SYM Financial Corp first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 34 quarters since.
  • SYM Financial Corp's iShares MSCI ACWI ETF position peaked at $3M in Q3 2022.
  • 799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.