Wescott Financial Advisory Group
ACWI icon

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
Q3 		$7.23M Buy
45,532
+1,911
+4% +$304K 0.53% 30
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 		$1.14M 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 $1.96T AUM 27.49% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $61.1B AUM 31.26% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
CC
Copos Capital Luxembourg $936M AUM
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $12.9B AUM 17.52% 1-Year Est. Return

Wescott Financial Advisory Group's ACWI Position: Q3 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 4.4% in Q3 2026, buying an estimated $304K and bringing the position to 45,532 shares worth $7.23M. The position accounts for 0.53% of the portfolio, ranked #30.

Wescott Financial Advisory Group first reported a position in ACWI in Q4 2020 and has held it in 24 quarters since. 720 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Wescott Financial Advisory Group held 45,532 shares of iShares MSCI ACWI ETF worth $7.23M as of Q3 2026.
  • Wescott Financial Advisory Group bought 1,911 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $304K.
  • iShares MSCI ACWI ETF made up 0.53% of Wescott Financial Advisory Group's portfolio in Q3 2026, its #30 holding.
  • Wescott Financial Advisory Group first reported a position in iShares MSCI ACWI ETF in Q4 2020 and has held it in 24 quarters since.
  • 720 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.