AR
ACWI icon

Apeiron RIA’s iShares MSCI ACWI ETF ACWI Stock Holding History

Apeiron RIA’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 		$994K Hold
6,330
– – 0.25% 64
2026
Q1 		$876K Hold
6,330
– – 0.2% 84
2025
Q4 		$926K Sell
6,330
-106
-2% -$14.9K 0.19% 84
2025
Q3 		$887K Sell
6,436
-225
-3% -$29.9K 0.2% 90
2025
Q2 		$857K Buy
6,661
+101
+2% +$12.1K 0.22% 87
2025
Q1 		$764K Hold
6,560
– – 0.23% 87
2024
Q4 		$771K Hold
6,560
– – 0.22% 83
2024
Q3 		$784K Hold
6,560
– – 0.22% 78
2024
Q2 		$737K Hold
6,560
– – 0.23% 77
2024
Q1 		$722K Sell
6,560
-24
-0.4% -$2.52K 0.21% 84
2023
Q4 		$670K Sell
6,584
-13
-0.2% -$1.24K 0.21% 85
2023
Q3 		$609K Sell
6,597
-33
-0.5% -$3.17K 0.21% 81
2023
Q2 		$636K Sell
6,630
-8,105
-55% -$752K 0.22% 79
2023
Q1 		$1.34M Sell
14,735
-2
-0% -$178 0.46% 42
2022
Q4 		$1.25M Sell
14,737
-3,577
-20% -$301K 0.48% 45
2022
Q3 		$1.42M Hold
18,314
– – 0.66% 34
2022
Q2 		$154 Sell
18,314
-328
-2% -$29.9K 0.04% 120
2022
Q1 		$1.85M Sell
18,642
-12
-0.1% -$1.2K 0.88% 25
2021
Q4 		$1.97M Buy
+18,654
New +$1.95M 0.81% 29

Other funds holding ACWI

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Apeiron RIA's ACWI Position: Q2 2026 in Review

Apeiron RIA held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 6,330 shares worth $994K. The position accounts for 0.25% of the portfolio, ranked #64.

Apeiron RIA first reported a position in ACWI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q4 2021. 175 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Apeiron RIA held 6,330 shares of iShares MSCI ACWI ETF worth $994K as of Q2 2026.
  • Apeiron RIA left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares MSCI ACWI ETF made up 0.25% of Apeiron RIA's portfolio in Q2 2026, its #64 holding.
  • Apeiron RIA first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares MSCI ACWI ETF position peaked at $1.97M in Q4 2021.
  • 175 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.