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Well Done LLC’s iShares MSCI ACWI ETF ACWI Stock Holding History

Well Done LLC’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 		$4.85M Sell
30,898
-825
-3% -$126K 0.65% 36
2026
Q1 		$4.39M Sell
31,723
-234
-0.7% -$33.6K 0.64% 37
2025
Q4 		$4.52M Buy
31,957
+1,443
+5% +$203K 0.68% 39
2025
Q3 		$4.22M Sell
30,514
-444
-1% -$59K 0.72% 37
2025
Q2 		$3.98M Sell
30,958
-163
-0.5% -$19.5K 0.75% 36
2025
Q1 		$3.66M Buy
31,121
+418
+1% +$50.1K 0.66% 35
2024
Q4 		$3.67M Hold
30,703
– – 0.67% 34
2024
Q3 		$3.67M Sell
30,703
-328
-1% -$37.6K 0.67% 34
2024
Q2 		$3.49M Sell
31,031
-1,408
-4% -$155K 0.72% 34
2024
Q1 		$3.57M Sell
32,439
-4,944
-13% -$519K 0.7% 34
2023
Q4 		$3.8M Buy
37,383
+2,795
+8% +$267K 0.74% 35
2023
Q3 		$3.19M Sell
34,588
-1,629
-4% -$156K 0.71% 35
2023
Q2 		$3.47M Buy
36,217
+3
+0% +$278 0.74% 34
2023
Q1 		$3.3M Sell
36,214
-19,640
-35% -$1.75M 0.71% 36
2022
Q4 		$4.74M Buy
55,854
+7,306
+15% +$615K 1.02% 21
2022
Q3 		$3.78M Buy
48,548
+11,240
+30% +$971K 0.92% 25
2022
Q2 		$3.13M Buy
37,308
+807
+2% +$73.4K 0.69% 31
2022
Q1 		$3.64M Buy
36,501
+643
+2% +$64.1K 0.73% 26
2021
Q4 		$3.79M Sell
35,858
-248
-0.7% -$25.9K 0.77% 29
2021
Q3 		$3.61M Buy
36,106
+278
+0.8% +$28.5K 0.8% 25
2021
Q2 		$3.63M Sell
35,828
-2,132
-6% -$212K 0.8% 24
2021
Q1 		$3.61M Buy
37,960
+1,856
+5% +$174K 0.83% 22
2020
Q4 		$3.27M Sell
36,104
-5,576
-13% -$476K 0.81% 22
2020
Q3 		$3.33M Sell
41,680
-255
-0.6% -$20.2K 0.94% 20
2020
Q2 		$3.09M Sell
41,935
-3,741
-8% -$261K 0.85% 23
2020
Q1 		$2.86M Buy
45,676
+5,185
+13% +$384K 0.87% 24
2019
Q4 		$3.21M Buy
40,491
+2,922
+8% +$223K 0.74% 31
2019
Q3 		$2.77M Sell
37,569
-8,589
-19% -$629K 0.68% 32
2019
Q2 		$3.4M Buy
46,158
+8,181
+22% +$597K 0.79% 33
2019
Q1 		$2.74M Sell
37,977
-23,447
-38% -$1.63M 0.67% 36
2018
Q4 		$3.94M Sell
61,424
-2,276
-4% -$156K 1.11% 18
2018
Q3 		$4.73M Sell
63,700
-10,147
-14% -$742K 1.34% 16
2018
Q2 		$5.25M Buy
73,847
+11,845
+19% +$859K 1.57% 14
2018
Q1 		$4.45M Buy
62,002
+10,954
+21% +$807K 1.38% 15
2017
Q4 		$3.68M Buy
51,048
+3,187
+7% +$225K 1.2% 25
2017
Q3 		$3.29M Buy
47,861
+24,971
+109% +$1.68M 1.01% 27
2017
Q2 		$1.5M Buy
22,890
+14,713
+180% +$955K 0.52% 34
2017
Q1 		$517K Buy
+8,177
New +$506K 0.18% 58

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

Well Done LLC's ACWI Position: Q2 2026 in Review

Well Done LLC reduced its iShares MSCI ACWI ETF (ACWI) stake by 2.6% in Q2 2026, selling an estimated $126K and leaving 30,898 shares worth $4.85M. The position accounts for 0.65% of the portfolio, ranked #36.

Well Done LLC first reported a position in ACWI in Q1 2017 and has held it in 38 quarters since. The position peaked at $5.25M in Q2 2018. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Well Done LLC held 30,898 shares of iShares MSCI ACWI ETF worth $4.85M as of Q2 2026.
  • Well Done LLC sold 825 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $126K.
  • iShares MSCI ACWI ETF made up 0.65% of Well Done LLC's portfolio in Q2 2026, its #36 holding.
  • Well Done LLC first reported a position in iShares MSCI ACWI ETF in Q1 2017 and has held it in 38 quarters since.
  • Well Done LLC's iShares MSCI ACWI ETF position peaked at $5.25M in Q2 2018.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.