Amplius Wealth Advisors
ACWI icon

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
Q3 		$8.98M Sell
56,551
-29,222
-34% -$4.64M 0.62% 32
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

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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Topor & Co Korea
Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Amplius Wealth Advisors's ACWI Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its iShares MSCI ACWI ETF (ACWI) stake by 34% in Q3 2026, selling an estimated $4.64M and leaving 56,551 shares worth $8.98M. The position accounts for 0.62% of the portfolio, ranked #32.

Amplius Wealth Advisors first reported a position in ACWI in Q4 2021 and has held it in 20 quarters since. The position peaked at $54.4M in Q4 2021. 226 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Amplius Wealth Advisors held 56,551 shares of iShares MSCI ACWI ETF worth $8.98M as of Q3 2026.
  • Amplius Wealth Advisors sold 29,222 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $4.64M.
  • iShares MSCI ACWI ETF made up 0.62% of Amplius Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Amplius Wealth Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's iShares MSCI ACWI ETF position peaked at $54.4M in Q4 2021.
  • 226 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.