Winch Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Winch Advisory Services’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	$27.7K	Buy	177 +13	+8%	+$1.99K	0.01%	240
2026 Q1	$22.6K	Hold	164	–	–	0.01%	237
2025 Q4	$23.2K	Sell	164 -5	-3%	-$702	0.01%	236
2025 Q3	$23.4K	Sell	169 -12	-7%	-$1.59K	0.01%	229
2025 Q2	$23.3K	Buy	181 +1	+0.6%	+$120	0.01%	224
2025 Q1	$20.9K	Hold	180	–	–	0.01%	223
2024 Q4	$21.1K	Buy	180 +2	+1%	+$240	0.01%	222
2024 Q3	$21.3K	Hold	178	–	–	0.01%	215
2024 Q2	$20K	Buy	178 +1	+0.6%	+$110	0.01%	214
2024 Q1	$19.5K	Hold	177	–	–	0.01%	213
2023 Q4	$18K	Buy	177 +2	+1%	+$191	0.01%	213
2023 Q3	$16K	Sell	175 -12	-6%	-$1.15K	0.01%	213
2023 Q2	$18K	Sell	187 -25	-12%	-$2.32K	0.01%	201
2023 Q1	$19K	Hold	212	–	–	0.01%	193
2022 Q4	$18K	Buy	212 +2	+1%	+$168	0.01%	192
2022 Q3	$16K	Hold	210	–	–	0.01%	183
2022 Q2	$18K	Buy	210 +113	+116%	+$10.3K	0.01%	183
2022 Q1	$10K	Hold	97	–	–	﹤0.01%	251
2021 Q4	$10K	Buy	97 +1	+1%	+$104	﹤0.01%	260
2021 Q3	$10K	Hold	96	–	–	﹤0.01%	268
2021 Q2	$10K	Hold	96	–	–	﹤0.01%	262
2021 Q1	$9K	Buy	96 +2	+2%	+$188	﹤0.01%	253
2020 Q4	$9K	Buy	94 +2	+2%	+$171	﹤0.01%	236
2020 Q3	$7K	Buy	92 +2	+2%	+$158	﹤0.01%	237
2020 Q2	$7K	Buy	90 +58	+181%	+$4.05K	﹤0.01%	226
2020 Q1	$2K	Sell	32 -40	-56%	-$2.96K	﹤0.01%	268
2019 Q4	$6K	Sell	72 -173	-71%	-$13.2K	﹤0.01%	239
2019 Q3	$18K	Sell	245 -64,802	-100%	-$4.75M	0.01%	146
2019 Q2	$4.79M	Buy	65,047 +1,436	+2%	+$105K	2.5%	12
2019 Q1	$4.59M	Buy	63,611 +63,455	+40,676%	+$4.41M	2.54%	9
2018 Q4	$10K	Sell	156 -67,587	-100%	-$4.64M	0.01%	173
2018 Q3	$5.03M	Sell	67,743 -445	-0.7%	-$32.5K	2.53%	14
2018 Q2	$4.85M	Sell	68,188 -3,643	-5%	-$264K	2.61%	12
2018 Q1	$5.15M	Buy	71,831 +71,023	+8,790%	+$5.23M	3.02%	9
2017 Q4	$58K	Buy	808 +399	+98%	+$28.2K	0.03%	93
2017 Q3	$28K	Hold	409	–	–	0.02%	120
2017 Q2	$27K	Buy	409 +4	+1%	+$260	0.02%	142
2017 Q1	$26K	Hold	405	–	–	0.02%	134
2016 Q4	$24K	Buy	405 +4	+1%	+$235	0.02%	119
2016 Q3	$24K	Hold	401	–	–	0.02%	111
2016 Q2	$23K	Buy	401 +5	+1%	+$282	0.03%	100
2016 Q1	$22K	Hold	396	–	–	0.04%	71
2015 Q4	$22K	Buy	396 +5	+1%	+$286	0.02%	78
2015 Q3	$21K	Buy	391 +5	+1%	+$288	0.03%	80
2015 Q2	$23K	Hold	386	–	–	0.01%	138
2015 Q1	$23K	Buy	+386	New	+$22.9K	0.01%	110
2014 Q4	–	Sell	-383	Closed	-$23K	–	40
2014 Q3	$23K	Buy	383 +5	+1%	+$301	0.01%	98
2014 Q2	$23K	Hold	378	–	–	0.01%	120
2014 Q1	$22K	Buy	+378	New	+$21.5K	0.01%	132

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

Winch Advisory Services's ACWI Position: Q2 2026 in Review

Winch Advisory Services increased its iShares MSCI ACWI ETF (ACWI) stake by 7.9% in Q2 2026, buying an estimated $1.99K and bringing the position to 177 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #240.

Winch Advisory Services first reported a position in ACWI in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.15M in Q1 2018. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Winch Advisory Services held 177 shares of iShares MSCI ACWI ETF worth $27.7K as of Q2 2026.
Winch Advisory Services bought 13 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.99K.
iShares MSCI ACWI ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #240 holding.
Winch Advisory Services first reported a position in iShares MSCI ACWI ETF in Q1 2014 and has held it in 49 quarters since.
Winch Advisory Services's iShares MSCI ACWI ETF position peaked at $5.15M in Q1 2018.
841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.