Wealth Enhancement Advisory Services
ACWI icon

Wealth Enhancement Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wealth Enhancement Advisory Services’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 		$43.8M Buy
277,961
+379
+0.1% +$57.9K 0.07% 232
2026
Q1 		$38.7M Sell
277,582
-28,021
-9% -$4.03M 0.08% 239
2025
Q4 		$44.1M Buy
305,603
+4,934
+2% +$692K 0.06% 284
2025
Q3 		$41.9M Buy
300,669
+21,030
+8% +$2.79M 0.06% 272
2025
Q2 		$36.3M Buy
279,639
+2,868
+1% +$344K 0.06% 285
2025
Q1 		$32.2M Sell
276,771
-3,259
-1% -$390K 0.06% 290
2024
Q4 		$32.9M Buy
280,030
+45,890
+20% +$5.51M 0.06% 276
2024
Q3 		$28M Buy
234,140
+20,488
+10% +$2.35M 0.06% 291
2024
Q2 		$24M Buy
213,652
+19,938
+10% +$2.19M 0.06% 296
2024
Q1 		$21.3M Sell
193,714
-1,775
-0.9% -$186K 0.06% 306
2023
Q4 		$19.9M Buy
195,489
+61,030
+45% +$5.84M 0.06% 300
2023
Q3 		$12.4M Buy
134,459
+121,691
+953% +$11.7M 0.04% 363
2023
Q2 		$1.22M Buy
12,768
+154
+1% +$14.3K 0.01% 246
2023
Q1 		$1.15M Sell
12,614
-29,588
-70% -$2.64M 0.01% 288
2022
Q4 		$3.81M Buy
42,202
+121
+0.3% +$10.2K 0.05% 140
2022
Q3 		$3.33M Sell
42,081
-1,175
-3% -$102K 0.05% 143
2022
Q2 		$3.7M Sell
43,256
-380
-0.9% -$34.6K 0.05% 155
2022
Q1 		$4.42M Buy
43,636
+583
+1% +$58.1K 0.06% 139
2021
Q4 		$4.33M Sell
43,053
-266
-0.6% -$27.8K 0.06% 127
2021
Q3 		$4.56M Buy
43,319
+2,075
+5% +$213K 0.07% 112
2021
Q2 		$4.2M Buy
41,244
+2,650
+7% +$264K 0.07% 108
2021
Q1 		$3.76M Buy
38,594
+26,810
+228% +$2.52M 0.07% 112
2020
Q4 		$1.09M Buy
11,784
+89
+0.8% +$7.6K 0.02% 151
2020
Q3 		$980K Sell
11,695
-2,335
-17% -$185K 0.03% 176
2020
Q2 		$1.1M Sell
14,030
-2,847
-17% -$199K 0.03% 171
2020
Q1 		$1.15M Buy
+16,877
New +$1.25M 0.04% 166

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's ACWI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 0.14% in Q2 2026, buying an estimated $57.9K and bringing the position to 277,961 shares worth $43.8M. The position accounts for 0.07% of the portfolio, ranked #232.

Wealth Enhancement Advisory Services first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $44.1M in Q4 2025. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 277,961 shares of iShares MSCI ACWI ETF worth $43.8M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 379 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $57.9K.
  • iShares MSCI ACWI ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #232 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI ACWI ETF position peaked at $44.1M in Q4 2025.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.