Visionary Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Visionary Wealth Advisors’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	$230K	Hold	1,468	–	–	0.01%	616
2026 Q1	$203K	Hold	1,468	–	–	0.01%	616
2025 Q4	$208K	Hold	1,468	–	–	0.01%	584
2025 Q3	$203K	Sell	1,468 -100	-6%	-$13.3K	0.01%	578
2025 Q2	$202K	Buy	+1,568	New	+$188K	0.01%	556
2024 Q3	–	Sell	-2,118	Closed	-$238K	–	535
2024 Q2	$238K	Sell	2,118 -71	-3%	-$7.8K	0.02%	457
2024 Q1	$241K	Hold	2,189	–	–	0.02%	442
2023 Q4	$223K	Sell	2,189 -72	-3%	-$6.89K	0.02%	447
2023 Q3	$209K	Hold	2,261	–	–	0.02%	420
2023 Q2	$217K	Buy	2,261 +4	+0.2%	+$371	0.02%	421
2023 Q1	$206K	Buy	+2,257	New	+$201K	0.02%	421

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

Visionary Wealth Advisors's ACWI Position: Q2 2026 in Review

Visionary Wealth Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,468 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #616.

Visionary Wealth Advisors first reported a position in ACWI in Q1 2023 and has held it in 11 quarters since. The position peaked at $241K in Q1 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Visionary Wealth Advisors held 1,468 shares of iShares MSCI ACWI ETF worth $230K as of Q2 2026.
Visionary Wealth Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #616 holding.
Visionary Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2023 and has held it in 11 quarters since.
Visionary Wealth Advisors's iShares MSCI ACWI ETF position peaked at $241K in Q1 2024.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.