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

Accurate 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 Q2	$687K	Hold	4,358	–	–	0.07%	284
2026 Q1	$632K	Buy	4,358 +45	+1%	+$6.47K	0.08%	264
2025 Q4	$624K	Hold	4,313	–	–	0.08%	258
2025 Q3	$594K	Hold	4,313	–	–	0.08%	261
2025 Q2	$560K	Buy	4,313 +1	+0%	+$120	0.09%	240
2025 Q1	$479K	Hold	4,312	–	–	0.09%	214
2024 Q4	$502K	Hold	4,312	–	–	0.1%	195
2024 Q3	$515K	Hold	4,312	–	–	0.1%	190
2024 Q2	$500K	Hold	4,312	–	–	0.12%	163
2024 Q1	$451K	Buy	+4,312	New	+$453K	0.13%	157

Other funds holding ACWI

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

TBWA

Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Accurate Wealth Management's ACWI Position: Q2 2026 in Review

Accurate Wealth Management held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,358 shares worth $687K. The position accounts for 0.07% of the portfolio, ranked #284.

Accurate Wealth Management first reported a position in ACWI in Q1 2024 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Accurate Wealth Management held 4,358 shares of iShares MSCI ACWI ETF worth $687K as of Q2 2026.
Accurate Wealth Management left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.07% of Accurate Wealth Management's portfolio in Q2 2026, its #284 holding.
Accurate Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
301 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.