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

Winthrop 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	$1.14M	Buy	7,254 +10	+0.1%	+$1.53K	0.08%	81
2026 Q1	$1M	Buy	7,244 +89	+1%	+$12.8K	0.08%	73
2025 Q4	$1.01M	Buy	7,155 +230	+3%	+$32.3K	0.09%	70
2025 Q3	$957K	Buy	6,925 +56	+0.8%	+$7.44K	0.08%	72
2025 Q2	$883K	Sell	6,869 -579	-8%	-$69.4K	0.09%	73
2025 Q1	$867K	Buy	7,448 +795	+12%	+$95.3K	0.1%	64
2024 Q4	$782K	Buy	6,653 +2,984	+81%	+$358K	0.09%	71
2024 Q3	$439K	Sell	3,669 -70	-2%	-$8.02K	0.05%	95
2024 Q2	$420K	Sell	3,739 -7	-0.2%	-$769	0.06%	95
2024 Q1	$412K	Hold	3,746	–	–	0.06%	95
2023 Q4	$381K	Sell	3,746 -13	-0.3%	-$1.24K	0.06%	93
2023 Q3	$347K	Buy	3,759 +311	+9%	+$29.8K	0.06%	91
2023 Q2	$331K	Buy	3,448 +149	+5%	+$13.8K	0.05%	96
2023 Q1	$301K	Hold	3,299	–	–	0.05%	98
2022 Q4	$280K	Buy	3,299 +2	+0.1%	+$168	0.05%	104
2022 Q3	$257K	Sell	3,297 -16	-0.5%	-$1.38K	0.06%	94
2022 Q2	$278K	Buy	3,313 +1	+0%	+$91	0.07%	96
2022 Q1	$330K	Buy	3,312 +28	+0.9%	+$2.79K	0.07%	93
2021 Q4	$348K	Buy	3,284 +1	+0%	+$104	0.07%	90
2021 Q3	$328K	Hold	3,283	–	–	0.07%	91
2021 Q2	$332K	Buy	3,283 +1	+0%	+$100	0.07%	91
2021 Q1	$312K	Hold	3,282	–	–	0.08%	95
2020 Q4	$298K	Buy	3,282 +1	+0%	+$85	0.08%	96
2020 Q3	$264K	Hold	3,281	–	–	0.08%	97
2020 Q2	$244K	Buy	3,281 +1	+0%	+$70	0.09%	78
2020 Q1	$205K	Sell	3,280 -27,846	-89%	-$2.06M	0.08%	82
2019 Q4	$2.47M	Buy	31,126 +3,206	+11%	+$245K	0.89%	17
2019 Q3	$2.06M	Hold	27,920	–	–	0.81%	18
2019 Q2	$2.06M	Sell	27,920 -361	-1%	-$26.3K	0.86%	18
2019 Q1	$2.06M	Sell	28,281 -1,716	-6%	-$119K	0.91%	18
2018 Q4	$1.93M	Buy	+29,997	New	+$2.06M	0.98%	17

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

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

Winthrop Advisory Group increased its iShares MSCI ACWI ETF (ACWI) stake by 0.14% in Q2 2026, buying an estimated $1.53K and bringing the position to 7,254 shares worth $1.14M. The position accounts for 0.08% of the portfolio, ranked #81.

Winthrop Advisory Group first reported a position in ACWI in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.47M in Q4 2019. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Winthrop Advisory Group held 7,254 shares of iShares MSCI ACWI ETF worth $1.14M as of Q2 2026.
Winthrop Advisory Group bought 10 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.53K.
iShares MSCI ACWI ETF made up 0.08% of Winthrop Advisory Group's portfolio in Q2 2026, its #81 holding.
Winthrop Advisory Group first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
Winthrop Advisory Group's iShares MSCI ACWI ETF position peaked at $2.47M in Q4 2019.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.