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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

MGB

Mass General Brigham Somerville, Massachusetts $469M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Granger Management New York $358M AUM 18.36% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $431M AUM 13.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Wescott Financial Advisory Group's ACWI Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.35% in Q1 2026, buying an estimated $23.6K and bringing the position to 46,611 shares worth $6.45M. The position accounts for 0.57% of the portfolio, ranked #29.

Wescott Financial Advisory Group first reported a position in ACWI in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.57M in Q4 2025. 799 funds tracked by Wall St. Rank hold ACWI as of Q1 2026.

Wescott Financial Advisory Group held 46,611 shares of iShares MSCI ACWI ETF worth $6.45M as of Q1 2026.
Wescott Financial Advisory Group bought 164 iShares MSCI ACWI ETF shares in Q1 2026, an estimated $23.6K.
iShares MSCI ACWI ETF made up 0.57% of Wescott Financial Advisory Group's portfolio in Q1 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 22 quarters since.
Wescott Financial Advisory Group's iShares MSCI ACWI ETF position peaked at $6.57M in Q4 2025.
799 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.