Truist Financial
ACWI icon

Truist Financial’s iShares MSCI ACWI ETF ACWI Stock Holding History

Truist Financial’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 		$40.4M Buy
257,143
+10,606
+4% +$1.62M 0.05% 286
2026
Q1 		$34.1M Sell
246,537
-16,436
-6% -$2.36M 0.05% 305
2025
Q4 		$37.2M Buy
262,973
+47,350
+22% +$6.65M 0.05% 286
2025
Q3 		$29.8M Sell
215,623
-28,353
-12% -$3.77M 0.04% 320
2025
Q2 		$31.4M Buy
243,976
+2,773
+1% +$332K 0.05% 304
2025
Q1 		$28.1M Buy
241,203
+25,127
+12% +$3.01M 0.04% 311
2024
Q4 		$25.4M Buy
216,076
+289
+0.1% +$34.7K 0.04% 336
2024
Q3 		$25.8M Buy
215,787
+24,029
+13% +$2.75M 0.04% 338
2024
Q2 		$21.6M Buy
191,758
+605
+0.3% +$66.5K 0.03% 385
2024
Q1 		$21.1M Sell
191,153
-142,939
-43% -$15M 0.03% 398
2023
Q4 		$34M Buy
334,092
+128,336
+62% +$12.3M 0.05% 293
2023
Q3 		$19M Sell
205,756
-449
-0.2% -$43.1K 0.03% 392
2023
Q2 		$19.8M Buy
206,205
+5,030
+3% +$467K 0.03% 383
2023
Q1 		$18.3M Sell
201,175
-325,187
-62% -$29M 0.03% 406
2022
Q4 		$44.7M Buy
526,362
+279,679
+113% +$23.5M 0.08% 234
2022
Q3 		$19.2M Buy
246,683
+871
+0.4% +$75.2K 0.04% 368
2022
Q2 		$20.6M Sell
245,812
-5,032
-2% -$458K 0.04% 361
2022
Q1 		$25M Sell
250,844
-6,925
-3% -$690K 0.04% 360
2021
Q4 		$27.3M Buy
257,769
+15,588
+6% +$1.63M 0.04% 347
2021
Q3 		$24.2M Buy
242,181
+6,468
+3% +$664K 0.04% 362
2021
Q2 		$23.9M Buy
235,713
+12,605
+6% +$1.26M 0.04% 388
2021
Q1 		$21.2M Sell
223,108
-7,626
-3% -$716K 0.04% 395
2020
Q4 		$20.9M Buy
230,734
+9,318
+4% +$796K 0.04% 378
2020
Q3 		$17.7M Sell
221,416
-3,659
-2% -$290K 0.04% 387
2020
Q2 		$16.6M Sell
225,075
-35,657
-14% -$2.49M 0.04% 395
2020
Q1 		$16.3M Sell
260,732
-14,692
-5% -$1.09M 0.04% 393
2019
Q4 		$21.8M Buy
+275,424
New +$21.1M 0.04% 392
2019
Q2 		– Sell
-3,545
Closed -$256K – 773
2019
Q1 		$256K Buy
+3,545
New +$246K ﹤0.01% 693

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Truist Financial's ACWI Position: Q2 2026 in Review

Truist Financial increased its iShares MSCI ACWI ETF (ACWI) stake by 4.3% in Q2 2026, buying an estimated $1.62M and bringing the position to 257,143 shares worth $40.4M. The position accounts for 0.05% of the portfolio, ranked #286.

Truist Financial first reported a position in ACWI in Q1 2019 and has held it in 28 quarters since. The position peaked at $44.7M in Q4 2022. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Truist Financial held 257,143 shares of iShares MSCI ACWI ETF worth $40.4M as of Q2 2026.
  • Truist Financial bought 10,606 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.62M.
  • iShares MSCI ACWI ETF made up 0.05% of Truist Financial's portfolio in Q2 2026, its #286 holding.
  • Truist Financial first reported a position in iShares MSCI ACWI ETF in Q1 2019 and has held it in 28 quarters since.
  • Truist Financial's iShares MSCI ACWI ETF position peaked at $44.7M in Q4 2022.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.