YIA
ACWI icon

YHB Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

YHB Investment Advisors’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 		$1.11M Sell
6,995
-125
-2% -$19.9K 0.07% 159
2026
Q2 		$1.12M Sell
7,120
-425
-6% -$64.9K 0.07% 162
2026
Q1 		$1.04M Sell
7,545
-1,600
-17% -$230K 0.07% 166
2025
Q4 		$1.29M Buy
9,145
+220
+2% +$30.9K 0.09% 147
2025
Q3 		$1.23M Sell
8,925
-375
-4% -$49.8K 0.09% 149
2025
Q2 		$1.2M Buy
9,300
+100
+1% +$12K 0.09% 151
2025
Q1 		$1.07M Sell
9,200
-3,700
-29% -$443K 0.09% 150
2024
Q4 		$1.52M Sell
12,900
-300
-2% -$36K 0.12% 133
2024
Q3 		$1.58M Sell
13,200
-14,450
-52% -$1.66M 0.13% 135
2024
Q2 		$3.11M Sell
27,650
-1,775
-6% -$195K 0.27% 91
2024
Q1 		$3.24M Sell
29,425
-6,750
-19% -$709K 0.29% 84
2023
Q4 		$3.68M Hold
36,175
– – 0.36% 74
2023
Q3 		$3.34M Sell
36,175
-7,625
-17% -$732K 0.31% 87
2023
Q2 		$4.2M Sell
43,800
-1,175
-3% -$109K 0.39% 70
2023
Q1 		$4.1M Buy
44,975
+41,525
+1,204% +$3.7M 0.41% 70
2022
Q4 		$293K Buy
+3,450
New +$290K 0.03% 226

Other funds holding ACWI

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
RFP
Roth Financial Partners Kingwood, Texas $335M AUM 13.45% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

YHB Investment Advisors's ACWI Position: Q3 2026 in Review

YHB Investment Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.8% in Q3 2026, selling an estimated $19.9K and leaving 6,995 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #159.

YHB Investment Advisors first reported a position in ACWI in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.2M in Q2 2023. 33 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • YHB Investment Advisors held 6,995 shares of iShares MSCI ACWI ETF worth $1.11M as of Q3 2026.
  • YHB Investment Advisors sold 125 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $19.9K.
  • iShares MSCI ACWI ETF made up 0.07% of YHB Investment Advisors's portfolio in Q3 2026, its #159 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 16 quarters since.
  • YHB Investment Advisors's iShares MSCI ACWI ETF position peaked at $4.2M in Q2 2023.
  • 33 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.