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Wescott Financial Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Wescott Financial Advisory Group’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 		$6.85M Sell
43,621
-2,990
-6% -$457K 0.53% 29
2026
Q1 		$6.45M Buy
46,611
+164
+0.4% +$23.6K 0.57% 29
2025
Q4 		$6.57M Buy
46,447
+3,854
+9% +$541K 0.57% 29
2025
Q3 		$5.89M Buy
42,593
+828
+2% +$110K 0.53% 33
2025
Q2 		$5.37M Buy
41,765
+1,070
+3% +$128K 0.51% 32
2025
Q1 		$4.74M Buy
40,695
+2,213
+6% +$265K 0.49% 36
2024
Q4 		$4.52M Buy
38,482
+1,263
+3% +$152K 0.47% 35
2024
Q3 		$4.45M Buy
37,219
+2,538
+7% +$291K 0.48% 37
2024
Q2 		$3.9M Buy
34,681
+7,568
+28% +$832K 0.45% 40
2024
Q1 		$2.99M Buy
27,113
+3,871
+17% +$406K 0.37% 42
2023
Q4 		$2.37M Buy
23,242
+3,985
+21% +$381K 0.33% 47
2023
Q3 		$1.78M Buy
19,257
+973
+5% +$93.4K 0.33% 49
2023
Q2 		$1.75M Buy
18,284
+1,458
+9% +$135K 0.31% 51
2023
Q1 		$1.53M Buy
16,826
+1,805
+12% +$161K 0.33% 51
2022
Q4 		$1.28M Buy
15,021
+421
+3% +$35.4K 0.27% 54
2022
Q3 		$1.14M Buy
14,600
+300
+2% +$25.9K 0.32% 44
2022
Q2 		$1.2M Buy
14,300
+1,418
+11% +$129K 0.33% 48
2022
Q1 		$1.28M Buy
12,882
+2,056
+19% +$205K 0.33% 47
2021
Q4 		$1.15M Buy
10,826
+2,820
+35% +$295K 0.59% 22
2021
Q3 		$800K Sell
8,006
-411
-5% -$42.2K 0.45% 28
2021
Q2 		$860K Buy
8,417
+1,183
+16% +$118K 0.51% 26
2021
Q1 		$688K Buy
7,234
+1,910
+36% +$179K 0.45% 27
2020
Q4 		$483K Buy
+5,324
New +$455K 0.34% 31

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

Wescott Financial Advisory Group's ACWI Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 6.4% in Q2 2026, selling an estimated $457K and leaving 43,621 shares worth $6.85M. The position accounts for 0.53% of the portfolio, ranked #29.

Wescott Financial Advisory Group first reported a position in ACWI in Q4 2020 and has held it in 23 quarters since. 843 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Wescott Financial Advisory Group held 43,621 shares of iShares MSCI ACWI ETF worth $6.85M as of Q2 2026.
  • Wescott Financial Advisory Group sold 2,990 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $457K.
  • iShares MSCI ACWI ETF made up 0.53% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #29 holding.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • 843 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.