Valley National Advisers’s iShares MSCI ACWI ETF ACWI Stock Holding History

Valley National Advisers’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	$164K	Hold	1,044	–	–	0.02%	282
2026 Q1	$144K	Hold	1,044	–	–	0.02%	272
2025 Q4	$147K	Hold	1,044	–	–	0.02%	275
2025 Q3	$144K	Hold	1,044	–	–	0.02%	267
2025 Q2	$134K	Hold	1,044	–	–	0.02%	276
2025 Q1	$121K	Hold	1,044	–	–	0.02%	277
2024 Q4	$122K	Hold	1,044	–	–	0.02%	260
2024 Q3	$124K	Hold	1,044	–	–	0.02%	260
2024 Q2	$117K	Hold	1,044	–	–	0.02%	293
2024 Q1	$114K	Hold	1,044	–	–	0.02%	301
2023 Q4	$106K	Hold	1,044	–	–	0.02%	303
2023 Q3	$96K	Hold	1,044	–	–	0.02%	302
2023 Q2	$101K	Hold	1,044	–	–	0.02%	301
2023 Q1	$96K	Hold	1,044	–	–	0.02%	304
2022 Q4	$92K	Hold	1,044	–	–	0.02%	311
2022 Q3	$84K	Hold	1,044	–	–	0.02%	313
2022 Q2	$89K	Hold	1,044	–	–	0.02%	288
2022 Q1	$104K	Hold	1,044	–	–	0.02%	283
2021 Q4	$110K	Hold	1,044	–	–	0.02%	275
2021 Q3	$104K	Hold	1,044	–	–	0.02%	266
2021 Q2	$106K	Hold	1,044	–	–	0.02%	273
2021 Q1	$99K	Hold	1,044	–	–	0.02%	275
2020 Q4	$95K	Hold	1,044	–	–	0.02%	261
2020 Q3	$83K	Hold	1,044	–	–	0.02%	246
2020 Q2	$77K	Hold	1,044	–	–	0.02%	244
2020 Q1	$65K	Buy	1,044 +250	+31%	+$18.5K	0.02%	258
2019 Q4	$63K	Hold	794	–	–	0.02%	290
2019 Q3	$59K	Hold	794	–	–	0.02%	288
2019 Q2	$59K	Hold	794	–	–	0.02%	276
2019 Q1	$57K	Sell	794 -484	-38%	-$33.6K	0.02%	277
2018 Q4	$82K	Buy	1,278 +484	+61%	+$33.2K	0.03%	223
2018 Q3	$59K	Hold	794	–	–	0.02%	246
2018 Q2	$56K	Hold	794	–	–	0.02%	252
2018 Q1	$57K	Hold	794	–	–	0.02%	240
2017 Q4	$57K	Buy	+794	New	+$56.2K	0.02%	236

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Valley National Advisers's ACWI Position: Q2 2026 in Review

Valley National Advisers held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,044 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #282.

Valley National Advisers first reported a position in ACWI in Q4 2017 and has held it in 35 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Valley National Advisers held 1,044 shares of iShares MSCI ACWI ETF worth $164K as of Q2 2026.
Valley National Advisers left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.02% of Valley National Advisers's portfolio in Q2 2026, its #282 holding.
Valley National Advisers first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 35 quarters since.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.