Able Wealth Management
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Able Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Able Wealth Management’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 		$10.8M Buy
66,938
+873
+1% +$139K 2.37% 8
2026
Q2 		$10.4M Buy
66,065
+970
+1% +$148K 2.38% 8
2026
Q1 		$9.01M Buy
65,095
+2,195
+3% +$316K 2.41% 10
2025
Q4 		$8.9M Buy
62,900
+2,987
+5% +$419K 2.82% 10
2025
Q3 		$8.28M Sell
59,913
-970
-2% -$129K 3.11% 9
2025
Q2 		$7.83M Sell
60,883
-2,520
-4% -$302K 3.95% 4
2025
Q1 		$7.38M Buy
63,403
+117
+0.2% +$14K 4.35% 2
2024
Q4 		$7.44M Sell
63,286
-1,263
-2% -$152K 4.89% 2
2024
Q3 		$7.72M Buy
64,549
+142
+0.2% +$16.3K 5.85% 2
2024
Q2 		$7.24M Buy
64,407
+685
+1% +$75.3K 5.96% 2
2024
Q1 		$7.02M Buy
63,722
+891
+1% +$93.6K 6.12% 2
2023
Q4 		$6.39M Buy
+62,831
New +$6.01M 5.81% 2

Other funds holding ACWI

Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Able Wealth Management's ACWI Position: Q3 2026 in Review

Able Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 1.3% in Q3 2026, buying an estimated $139K and bringing the position to 66,938 shares worth $10.8M. The position accounts for 2.37% of the portfolio, ranked #8.

Able Wealth Management first reported a position in ACWI in Q4 2023 and has held it in 12 quarters since. 243 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Able Wealth Management held 66,938 shares of iShares MSCI ACWI ETF worth $10.8M as of Q3 2026.
  • Able Wealth Management bought 873 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $139K.
  • iShares MSCI ACWI ETF made up 2.37% of Able Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Able Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.