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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
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
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

YHB Investment Advisors's ACWI Position: Q2 2026 in Review

YHB Investment Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 5.6% in Q2 2026, selling an estimated $64.9K and leaving 7,120 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #162.

YHB Investment Advisors first reported a position in ACWI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.2M in Q2 2023. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • YHB Investment Advisors held 7,120 shares of iShares MSCI ACWI ETF worth $1.12M as of Q2 2026.
  • YHB Investment Advisors sold 425 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $64.9K.
  • iShares MSCI ACWI ETF made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • YHB Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • YHB Investment Advisors's iShares MSCI ACWI ETF position peaked at $4.2M in Q2 2023.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.