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Alhambra Investment Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Alhambra Investment 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 		$292K Sell
1,860
-227
-11% -$34.7K 0.13% 137
2026
Q1 		$289K Hold
2,087
– – 0.13% 139
2025
Q4 		$295K Sell
2,087
-962
-32% -$135K 0.14% 136
2025
Q3 		$422K Sell
3,049
-853
-22% -$113K 0.2% 103
2025
Q2 		$502K Sell
3,902
-485
-11% -$58.1K 0.25% 95
2025
Q1 		$511K Sell
4,387
-522
-11% -$62.5K 0.26% 91
2024
Q4 		$577K Sell
4,909
-5,945
-55% -$713K 0.3% 84
2024
Q3 		$1.3M Buy
10,854
+91
+0.8% +$10.4K 0.67% 34
2024
Q2 		$1.21M Buy
10,763
+3,230
+43% +$355K 0.66% 33
2024
Q1 		$830K Sell
7,533
-492
-6% -$51.7K 0.45% 57
2023
Q4 		$817K Buy
8,025
+41
+0.5% +$3.92K 0.48% 53
2023
Q3 		$737K Buy
7,984
+20
+0.3% +$1.92K 0.49% 55
2023
Q2 		$764K Sell
7,964
-463
-5% -$43K 0.5% 52
2023
Q1 		$768K Buy
8,427
+210
+3% +$18.7K 0.53% 57
2022
Q4 		$697K Sell
8,217
-335
-4% -$28.2K 0.51% 58
2022
Q3 		$666K Buy
8,552
+116
+1% +$10K 0.51% 58
2022
Q2 		$708K Buy
8,436
+345
+4% +$31.4K 0.51% 56
2022
Q1 		$807K Buy
8,091
+1,333
+20% +$133K 0.53% 50
2021
Q4 		$715K Buy
6,758
+602
+10% +$62.9K 0.5% 63
2021
Q3 		$615K Buy
6,156
+252
+4% +$25.9K 0.47% 70
2021
Q2 		$597K Buy
5,904
+41
+0.7% +$4.09K 0.45% 68
2021
Q1 		$558K Buy
5,863
+1,000
+21% +$94K 0.45% 72
2020
Q4 		$441K Buy
4,863
+1,490
+44% +$127K 0.47% 74
2020
Q3 		$270K Buy
3,373
+357
+12% +$28.3K 0.32% 93
2020
Q2 		$222K Buy
+3,016
New +$210K 0.29% 95
2020
Q1 		– Sell
-3,181
Closed -$252K – 86
2019
Q4 		$252K Buy
+3,181
New +$243K 0.29% 99

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
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
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alhambra Investment Management's ACWI Position: Q2 2026 in Review

Alhambra Investment Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q2 2026, selling an estimated $34.7K and leaving 1,860 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #137.

Alhambra Investment Management first reported a position in ACWI in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q3 2024. 376 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Alhambra Investment Management held 1,860 shares of iShares MSCI ACWI ETF worth $292K as of Q2 2026.
  • Alhambra Investment Management sold 227 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $34.7K.
  • iShares MSCI ACWI ETF made up 0.13% of Alhambra Investment Management's portfolio in Q2 2026, its #137 holding.
  • Alhambra Investment Management first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • Alhambra Investment Management's iShares MSCI ACWI ETF position peaked at $1.3M in Q3 2024.
  • 376 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.