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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
Q3 		$969K Sell
6,104
-226
-4% -$35.9K 0.22% 65
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 		$154K 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

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
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Apeiron RIA's ACWI Position: Q3 2026 in Review

Apeiron RIA reduced its iShares MSCI ACWI ETF (ACWI) stake by 3.6% in Q3 2026, selling an estimated $35.9K and leaving 6,104 shares worth $969K. The position accounts for 0.22% of the portfolio, ranked #65.

Apeiron RIA first reported a position in ACWI in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.97M in Q4 2021. 164 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Apeiron RIA held 6,104 shares of iShares MSCI ACWI ETF worth $969K as of Q3 2026.
  • Apeiron RIA sold 226 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $35.9K.
  • iShares MSCI ACWI ETF made up 0.22% of Apeiron RIA's portfolio in Q3 2026, its #65 holding.
  • Apeiron RIA first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 20 quarters since.
  • Apeiron RIA's iShares MSCI ACWI ETF position peaked at $1.97M in Q4 2021.
  • 164 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.