ACG
ACWI icon

Allen Capital Group’s iShares MSCI ACWI ETF ACWI Stock Holding History

Allen Capital Group’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 		$452K Hold
2,882
– – 0.04% 218
2026
Q1 		$399K Hold
2,882
– – 0.04% 215
2025
Q4 		$408K Sell
2,882
-269
-9% -$37.8K 0.04% 213
2025
Q3 		$436K Buy
3,151
+278
+10% +$36.9K 0.04% 199
2025
Q2 		$369K Buy
2,873
+313
+12% +$37.5K 0.04% 208
2025
Q1 		$298K Buy
+2,560
New +$307K 0.03% 207

Other funds holding ACWI

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Allen Capital Group's ACWI Position: Q2 2026 in Review

Allen Capital Group held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 2,882 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #218.

Allen Capital Group first reported a position in ACWI in Q1 2025 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Allen Capital Group held 2,882 shares of iShares MSCI ACWI ETF worth $452K as of Q2 2026.
  • Allen Capital Group left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #218 holding.
  • Allen Capital Group first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
  • 269 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.