Windsor Advisory Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Windsor 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	$327K	Buy	2,086 +1	+0%	+$153	0.24%	54
2026 Q1	$288K	Hold	2,085	–	–	0.24%	41
2025 Q4	$295K	Buy	2,085 +2	+0.1%	+$281	0.26%	46
2025 Q3	$288K	Hold	2,083	–	–	0.25%	51
2025 Q2	$268K	Buy	+2,083	New	+$250K	0.38%	32
2024 Q4	–	Sell	-180	Closed	-$21.5K	–	82
2024 Q3	$21.5K	Buy	+180	New	+$20.6K	0.02%	72
2024 Q2	–	Sell	-178	Closed	-$19.6K	–	51
2024 Q1	$19.6K	Hold	178	–	–	0.06%	43
2023 Q4	$18.2K	Buy	178 +1	+0.6%	+$96	0.05%	49
2023 Q3	$16.3K	Buy	+177	New	+$17K	0.04%	55

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

Windsor Advisory Group's ACWI Position: Q2 2026 in Review

Windsor Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.05% in Q2 2026, buying an estimated $153 and bringing the position to 2,086 shares worth $327K. The position accounts for 0.24% of the portfolio, ranked #54.

Windsor Advisory Group first reported a position in ACWI in Q3 2023 and has held it in 9 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Windsor Advisory Group held 2,086 shares of iShares MSCI ACWI ETF worth $327K as of Q2 2026.
Windsor Advisory Group bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
iShares MSCI ACWI ETF made up 0.24% of Windsor Advisory Group's portfolio in Q2 2026, its #54 holding.
Windsor Advisory Group first reported a position in iShares MSCI ACWI ETF in Q3 2023 and has held it in 9 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.