Allen Capital Group
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
Q3 		$406K Sell
2,555
-327
-11% -$51.9K 0.03% 230
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

Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Allen Capital Group's ACWI Position: Q3 2026 in Review

Allen Capital Group reduced its iShares MSCI ACWI ETF (ACWI) stake by 11% in Q3 2026, selling an estimated $51.9K and leaving 2,555 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #230.

Allen Capital Group first reported a position in ACWI in Q1 2025 and has held it in 7 quarters since. The position peaked at $452K in Q2 2026. 317 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Allen Capital Group held 2,555 shares of iShares MSCI ACWI ETF worth $406K as of Q3 2026.
  • Allen Capital Group sold 327 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $51.9K.
  • iShares MSCI ACWI ETF made up 0.03% of Allen Capital Group's portfolio in Q3 2026, its #230 holding.
  • Allen Capital Group first reported a position in iShares MSCI ACWI ETF in Q1 2025 and has held it in 7 quarters since.
  • Allen Capital Group's iShares MSCI ACWI ETF position peaked at $452K in Q2 2026.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.