How many shares of ACWI does Sequoia Financial Advisors, LLC own?

As of 2026-Q2, Sequoia Financial Advisors, LLC holds 1.1M shares of ACWI (ISHARES MSCI ACWI ETF).

What is Sequoia Financial Advisors, LLC's ACWI position worth?

As of 2026-Q2, Sequoia Financial Advisors, LLC's ACWI position is worth $180M.

Is Sequoia Financial Advisors, LLC buying or selling ACWI?

In 2026-Q2, Sequoia Financial Advisors, LLC decreased their ACWI position (-4.3% change in shares).

When did Sequoia Financial Advisors, LLC first buy ACWI?

Based on available 13F filings, Sequoia Financial Advisors, LLC first reported a position in ACWI in 2019-Q1. They have held the position across 30 quarters.

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Sequoia Financial Advisors, LLC

ACWI
30 quarters

Position history for Sequoia Financial Advisors, LLC's holdings in ISHARES MSCI ACWI ETF

Current Value

$180M

Current Shares

1.1M

Total Value Change

+$176.2M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-4.3%	$180M	0.9%	$156.97	0
2026-Q1	Decreased	1.2M	-3.9%	$165.8M	0.9%	$143.68	0
2025-Q4	Decreased	1.2M	-3.6%	$176.4M	1.0%	$142.41	0
2025-Q3	Decreased	1.3M	-2.5%	$178.8M	1.1%	$136.48	0
2025-Q2	Increased	1.3M	+17.9%	$170.5M	1.2%	$126.92	56
2025-Q1	Decreased	1.1M	-13.4%	$130.9M	1.0%	$114.34	0
2024-Q4	Increased	1.3M	+2.6%	$152.7M	1.5%	$115.90	49
2024-Q3	Increased	1.3M	+2.4%	$151.3M	1.6%	$116.59	49
2024-Q2	Increased	1.2M	+4.5%	$139M	1.7%	$109.60	50
2024-Q1	Increased	1.2M	+3.6%	$130.3M	1.6%	$106.50	49
2023-Q4	Increased	1.1M	+9.5%	$116.2M	1.4%	$98.41	52
2023-Q3	Increased	1M	+2.0%	$96.3M	1.7%	$88.48	48
2023-Q2	Increased	1M	+26.0%	$98.1M	1.7%	$90.89	58
2023-Q1	Increased	811,146	+1.4%	$73.9M	1.6%	$85.59	47
2022-Q4	Increased	799,759	+25.1%	$67.9M	1.7%	$80.48	57
2022-Q3	Decreased	639,099	-2.9%	$49.7M	1.6%	$74.05	0
2022-Q2	Decreased	658,155	-2.9%	$55.2M	1.6%	$79.57	0
2022-Q1	Increased	677,872	+14.5%	$67.6M	1.7%	$94.54	53
2021-Q4	Increased	592,004	+343.0%	$62.6M	1.7%	$98.77	75
2021-Q3	Decreased	133,623	-73.5%	$13.4M	1.4%	$92.86	0
2021-Q2	Increased	503,915	+38.1%	$51M	1.9%	$93.73	61
2021-Q1	Increased	364,973	+36.5%	$34.7M	1.5%	$86.99	59
2020-Q4	Increased	267,328	+35.8%	$24.3M	1.1%	$83.05	59
2020-Q3	Increased	196,858	+37.8%	$15.7M	0.8%	$72.32	52
2020-Q2	Increased	142,839	+17.8%	$10.5M	0.6%	$66.58	46
2020-Q1	Increased	121,267	+37.0%	$7.6M	0.6%	$56.82	50
2019-Q4	Increased	88,549	+10.1%	$7M	0.4%	$71.27	36
2019-Q3	Increased	80,440	+17.5%	$5.9M	0.4%	$65.37	38
2019-Q2	Increased	68,472	+29.3%	$5M	0.4%	$65.65	40
2019-Q1	New	52,938	-	$3.8M	0.3%	$63.46	44

Other major holders of ACWI: BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY, UBS Group AG

ACWI30 quarters

ACWI
30 quarters