IFP Advisors, Inc reports 11.37% decrease in ownership of ACWI / iShares Trust - iShares MSCI ACWI ETF - 13F, 13D, 13G Filings

iShares 신탁 - iShares MSCI ACWI ETF

US ˙ NasdaqGM ˙ US4642882579

Security	ACWI / iShares Trust - iShares MSCI ACWI ETF
Institution	IFP Advisors, Inc
Latest Disclosed Ownership	3,297 shares
Latest Disclosed Value	$ 456,206

IFP Advisors, Inc reports 11.37% decrease in ownership of ACWI / iShares Trust - iShares MSCI ACWI ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 3,297 shares of iShares Trust - iShares MSCI ACWI ETF (US:ACWI) valued at $456,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,720 shares of iShares Trust - iShares MSCI ACWI ETF. This represents a change in shares of -11.37% during the quarter. The current value of the position is $509,024 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	ISHARES TR	cs	464288257	3,297	-423	-11.37	456	-13.31	0.0095
2026-02-06	2025-12-31	13F	ISHARES TR	cs	464288257	3,720	731	24.46	526	27.36	0.0118
2026-02-06	2025-09-30	13F/A-1	ISHARES TR MSCI ACWI ETF	cs	464288257	2,989	-1,250	-29.49	413	-24.22	0.0107
2025-12-02	2025-09-30	13F	ISHARES TR MSCI ACWI ETF	cs	464288257	2,989	-1,250		413		0.0107
2025-07-24	2025-06-30	13F	I	cs	464288257	4,239	165	4.05	545	14.98	0.0155
2025-05-05	2025-03-31	13F	ISHARES TR	cs	464288257	4,074	200	5.16	474	4.18	0.0146
2025-02-04	2024-12-31	13F	ISHARES TR	cs	464288257	3,874	401	11.55	455	9.64	0.0149
2025-02-04	2024-09-30	13F	ISHARES TR	cs	464288257	3,473	-76	-2.14	415	4.27	0.0150
2024-07-30	2024-06-30	13F	ISHARES TR	cs	464288257	3,549	-3,097	-46.60	399	-45.55	0.0158
2024-07-30	2024-03-31	13F	ISHARES TR	cs	464288257	6,646	157	2.42	732	10.76	0.0321
2024-01-09	2023-12-31	13F	ISHARES TR	cs	464288257	6,489	222	3.54	660	14.19	0.0312
2023-10-12	2023-09-30	13F	ISHARES TR	cs	464288257	6,267	-1,030	-14.12	579	-17.43	0.0260
2023-08-14	2023-06-30	13F/A-1	ISHARES TR	cs	464288257	7,297	-1,083	-12.92	700	14.38	0.0293
2023-08-04	2023-06-30	13F	ISHARES TR	cs	464288257	7,297	-1,083		533		0.0247
2023-04-18	2023-03-31	13F	ISHARES TR	cs	464288257	8,380	84	1.01	612		0.0267
2023-02-07	2022-12-31	13F	ISHARES TR	cs	464288257	8,296	-19,801	-70.47	1	-100.00	0.0166
2022-11-08	2022-09-30	13F	ISHARES TR	cs	464288257	28,097	-17,598	-38.51	2,124	-36.60	0.0554
2022-09-06	2022-06-30	13F/A-1	ISHARES TR	cs	464288257	45,695	0	0.00	3,350	0.00	0.1074
2022-09-06	2022-03-31	13F/A-1	ISHARES TR	cs	464288257	45,695	37,739	474.35	3,350	297.86	0.1074
2022-08-08	2022-03-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	20,354	12,398		1,496		0.0305
2022-01-12	2021-12-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	7,956	5	0.06	842	5.51	0.0165
2021-10-06	2021-09-30	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	7,951	-167	-2.06	798	-2.92	0.0160
2021-07-13	2021-06-30	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	8,118	593	7.88	822	15.13	0.0170
2021-04-30	2021-03-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	7,525	-367	-4.65	714	-0.14	0.0139
2021-01-25	2020-12-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	7,892	46	0.59	715	13.85	0.0290
2020-10-29	2020-09-30	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	7,846	1,576	25.14	628	35.93	0.0375
2020-08-05	2020-06-30	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	6,270	1,536	32.45	462	53.49	0.0366
2020-05-12	2020-03-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	4,734	2,695	132.17	301	85.80	0.0304
2020-01-17	2019-12-31	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	2,039	813	66.31	162	80.00	0.0122
2019-11-07	2019-09-30	13F	ISHARES TR MSCI ACWI ETF	Stock	464288257	1,226	1,226		90		0.0060
2019-05-15	2019-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	0	-990	-100.00	0	-100.00
2019-06-03	2018-12-31	13F/A-10	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	990	578	140.29	63	103.23	0.0038
2019-01-23	2018-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	990	578		63		0.0038
2019-06-03	2018-09-30	13F/A-9	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	412	0	0.00	31	6.90	0.0013
2018-10-25	2018-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	412	0		31		0.0013
2019-06-03	2018-06-30	13F/A-8	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	412	-2,999	-87.92	29	-88.21	0.0012
2018-08-07	2018-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	412	-210		29
2019-06-03	2018-03-31	13F/A-7	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,411	0	0.00	246	0.00	0.0112
2018-05-09	2018-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	622	-2,789		45
2019-06-03	2017-12-31	13F/A-6	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,411	516	17.82	246	23.62	0.0112
2018-01-24	2017-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,411	516		246
2017-10-30	2017-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,895	-77	-2.59	199	2.05	0.0079
2019-06-03	2017-06-30	13F/A-5	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,972	98	3.41	195	7.14	0.0083
2017-07-31	2017-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,972	98		195
2019-06-03	2017-03-31	13F/A-4	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,874	5	0.17	182	7.06	0.0079
2017-04-26	2017-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,874	5		182
2019-06-03	2016-12-31	13F/A-3	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,869	-151	-5.00	170	-4.49	0.0082
2017-02-14	2016-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	2,869	-151		170
2016-11-04	2016-09-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,020	-64	-2.08	178	2.89	0.0093
2019-06-03	2016-06-30	13F/A-2	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,084	-1,812	-37.01	173	-36.86	0.0097
2016-08-22	2016-06-30	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	3,084	-1,812		173
2016-05-02	2016-03-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	4,896	466	10.52	274	10.93	0.0166
2016-02-11	2015-12-31	13F	ISHARES MSCI ACWI INDEX FUND	ETF	464288257	4,430	4,430		247		0.0166

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.