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

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

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. 842 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.
842 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.