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USAdvisors Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

USAdvisors Wealth Management’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 		$4.67M Sell
29,763
-1,480
-5% -$226K 1.34% 27
2026
Q1 		$4.19M Buy
31,243
+551
+2% +$79.2K 1.39% 25
2025
Q4 		$4.34M Sell
30,692
-1,087
-3% -$153K 1.43% 25
2025
Q3 		$4.39M Sell
31,779
-3,049
-9% -$405K 1.51% 20
2025
Q2 		$4.48M Sell
34,828
-426
-1% -$51.1K 1.67% 20
2025
Q1 		$4.1M Sell
35,254
-5,488
-13% -$658K 1.43% 19
2024
Q4 		$4.79M Sell
40,742
-2,213
-5% -$266K 1.56% 19
2024
Q3 		$5.13M Sell
42,955
-1,733
-4% -$199K 1.8% 12
2024
Q2 		$5.02M Sell
44,688
-2,366
-5% -$260K 1.77% 15
2024
Q1 		$5.18M Sell
47,054
-1,999
-4% -$210K 1.96% 16
2023
Q4 		$4.99M Sell
49,053
-4,155
-8% -$397K 2.07% 14
2023
Q3 		$4.91M Buy
53,208
+5,943
+13% +$570K 2.19% 15
2023
Q2 		$4.54M Sell
47,265
-10,585
-18% -$982K 2.15% 14
2023
Q1 		$5.27M Sell
57,850
-3,030
-5% -$270K 2.51% 10
2022
Q4 		$5.17M Sell
60,880
-877
-1% -$73.8K 2.5% 11
2022
Q3 		$4.81M Sell
61,757
-803
-1% -$69.4K 2.46% 12
2022
Q2 		$5.25M Sell
62,560
-6,370
-9% -$580K 2.63% 11
2022
Q1 		$6.88M Sell
68,930
-7,796
-10% -$777K 2.94% 8
2021
Q4 		$8.12M Sell
76,726
-4,080
-5% -$426K 3.3% 7
2021
Q3 		$8.07M Buy
80,806
+11,686
+17% +$1.2M 3.5% 5
2021
Q2 		$6.99M Sell
69,120
-8,516
-11% -$849K 3.8% 6
2021
Q1 		$7.39M Buy
77,636
+20,232
+35% +$1.9M 3.57% 5
2020
Q4 		$5.21M Sell
57,404
-7,379
-11% -$630K 2.5% 13
2020
Q3 		$5.16K Buy
64,783
+134
+0.2% +$10.6K 0.8% 15
2020
Q2 		$4.77M Buy
+64,649
New +$4.51M 2.53% 14

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

USAdvisors Wealth Management's ACWI Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 4.7% in Q2 2026, selling an estimated $226K and leaving 29,763 shares worth $4.67M. The position accounts for 1.34% of the portfolio, ranked #27.

USAdvisors Wealth Management first reported a position in ACWI in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.12M in Q4 2021. 338 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • USAdvisors Wealth Management held 29,763 shares of iShares MSCI ACWI ETF worth $4.67M as of Q2 2026.
  • USAdvisors Wealth Management sold 1,480 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $226K.
  • iShares MSCI ACWI ETF made up 1.34% of USAdvisors Wealth Management's portfolio in Q2 2026, its #27 holding.
  • USAdvisors Wealth Management first reported a position in iShares MSCI ACWI ETF in Q2 2020 and has held it in 25 quarters since.
  • USAdvisors Wealth Management's iShares MSCI ACWI ETF position peaked at $8.12M in Q4 2021.
  • 338 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.