AlphaCore Capital’s iShares MSCI ACWI ETF ACWI Stock Holding History

AlphaCore Capital’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	$5.71M	Buy	36,380 +107	+0.3%	+$16.3K	0.11%	170
2026 Q1	$5.02M	Buy	36,273 +167	+0.5%	+$24K	0.12%	155
2025 Q4	$5.11M	Hold	36,106	–	–	0.11%	162
2025 Q3	$4.99M	Buy	+36,106	New	+$4.8M	0.17%	115
2021 Q4	–	Sell	-4	Closed	–	–	98
2021 Q3	$0	Hold	4	–	–	﹤0.01%	130
2021 Q2	$0	Buy	+4	New	+$399	﹤0.01%	74
2020 Q2	–	Sell	-372	Closed	-$23K	–	74
2020 Q1	$23K	Buy	372 +34	+10%	+$2.52K	0.02%	145
2019 Q4	$27K	Buy	+338	New	+$25.8K	0.02%	96

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AlphaCore Capital's ACWI Position: Q2 2026 in Review

AlphaCore Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 0.29% in Q2 2026, buying an estimated $16.3K and bringing the position to 36,380 shares worth $5.71M. The position accounts for 0.11% of the portfolio, ranked #170.

AlphaCore Capital first reported a position in ACWI in Q4 2019 and has held it in 8 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

AlphaCore Capital held 36,380 shares of iShares MSCI ACWI ETF worth $5.71M as of Q2 2026.
AlphaCore Capital bought 107 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.3K.
iShares MSCI ACWI ETF made up 0.11% of AlphaCore Capital's portfolio in Q2 2026, its #170 holding.
AlphaCore Capital first reported a position in iShares MSCI ACWI ETF in Q4 2019 and has held it in 8 quarters since.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.