Amplius Wealth Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Amplius Wealth Advisors’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	$13.5M	Sell	85,773 -661	-0.8%	-$101K	0.99%	23
2026 Q1	$12M	Sell	86,434 -4	-0%	-$575	1%	23
2025 Q4	$12.2M	Buy	86,438 +5,230	+6%	+$734K	1.03%	21
2025 Q3	$11.2M	Sell	81,208 -25,217	-24%	-$3.35M	0.97%	23
2025 Q2	$13.7M	Buy	106,425 +35,988	+51%	+$4.31M	1.27%	22
2025 Q1	$8.2M	Sell	70,437 -369	-0.5%	-$44.2K	0.85%	27
2024 Q4	$8.32M	Buy	70,806 +6,558	+10%	+$787K	0.85%	28
2024 Q3	$7.68M	Sell	64,248 -1,733	-3%	-$199K	0.84%	28
2024 Q2	$7.42M	Sell	65,981 -1,642	-2%	-$180K	0.83%	30
2024 Q1	$7.45M	Sell	67,623 -11,090	-14%	-$1.16M	0.83%	29
2023 Q4	$8.01M	Sell	78,713 -773	-1%	-$74K	0.97%	28
2023 Q3	$7.34M	Sell	79,486 -533	-0.7%	-$51.1K	0.98%	26
2023 Q2	$7.68M	Sell	80,019 -15,976	-17%	-$1.48M	1.03%	25
2023 Q1	$8.75M	Sell	95,995 -11,058	-10%	-$986K	1.26%	23
2022 Q4	$9.09M	Sell	107,053 -191,819	-64%	-$16.1M	1.45%	21
2022 Q3	$23.3M	Buy	298,872 +27,486	+10%	+$2.37M	4.16%	6
2022 Q2	$22.8M	Sell	271,386 -117,085	-30%	-$10.7M	3.68%	9
2022 Q1	$38.8M	Sell	388,471 -125,362	-24%	-$12.5M	5.96%	3
2021 Q4	$54.4M	Buy	+513,833	New	+$53.7M	7.5%	2

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 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

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Amplius Wealth Advisors's ACWI Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.76% in Q2 2026, selling an estimated $101K and leaving 85,773 shares worth $13.5M. The position accounts for 0.99% of the portfolio, ranked #23.

Amplius Wealth Advisors first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $54.4M in Q4 2021. 243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Amplius Wealth Advisors held 85,773 shares of iShares MSCI ACWI ETF worth $13.5M as of Q2 2026.
Amplius Wealth Advisors sold 661 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $101K.
iShares MSCI ACWI ETF made up 0.99% of Amplius Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Amplius Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares MSCI ACWI ETF position peaked at $54.4M in Q4 2021.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.