Wellspring Financial Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wellspring Financial 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	$1.49M	Hold	9,501	–	–	0.1%	79
2026 Q1	$1.31M	Buy	9,501 +9	+0.1%	+$1.29K	0.1%	82
2025 Q4	$1.34M	Hold	9,492	–	–	0.11%	69
2025 Q3	$1.31M	Hold	9,492	–	–	0.12%	56
2025 Q2	$1.22M	Sell	9,492 -80	-0.8%	-$9.59K	0.12%	59
2025 Q1	$1.11M	Buy	9,572 +80	+0.8%	+$9.59K	0.12%	54
2024 Q4	$1.12M	Hold	9,492	–	–	0.12%	56
2024 Q3	$1.13M	Hold	9,492	–	–	0.14%	53
2024 Q2	$1.07M	Hold	9,492	–	–	0.15%	56
2024 Q1	$1.05M	Hold	9,492	–	–	0.17%	51
2023 Q4	$966K	Hold	9,492	–	–	0.24%	53
2023 Q3	$877K	Hold	9,492	–	–	0.26%	52
2023 Q2	$911K	Hold	9,492	–	–	0.26%	48
2023 Q1	$865K	Hold	9,492	–	–	0.26%	52
2022 Q4	$806K	Hold	9,492	–	–	0.27%	50
2022 Q3	$739K	Hold	9,492	–	–	0.27%	44
2022 Q2	$796K	Hold	9,492	–	–	0.28%	41
2022 Q1	$947K	Hold	9,492	–	–	0.28%	42
2021 Q4	$1M	Hold	9,492	–	–	0.28%	42
2021 Q3	$948K	Hold	9,492	–	–	0.29%	42
2021 Q2	$960K	Hold	9,492	–	–	0.3%	42
2021 Q1	$594K	Hold	9,492	–	–	0.29%	39
2020 Q4	$861K	Hold	9,492	–	–	0.3%	40
2020 Q3	$759K	Hold	9,492	–	–	0.3%	41
2020 Q2	$700K	Hold	9,492	–	–	0.29%	42
2020 Q1	$594K	Buy	+9,492	New	+$703K	0.29%	39

Other funds holding ACWI

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Wellspring Financial Advisors's ACWI Position: Q2 2026 in Review

Wellspring Financial Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 9,501 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #79.

Wellspring Financial Advisors first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Wellspring Financial Advisors held 9,501 shares of iShares MSCI ACWI ETF worth $1.49M as of Q2 2026.
Wellspring Financial Advisors left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #79 holding.
Wellspring Financial Advisors first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.