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

Apella 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	$231K	Hold	1,479	–	–	﹤0.01%	636
2026 Q1	$223K	Hold	1,479	–	–	﹤0.01%	622
2025 Q4	$209K	Hold	1,479	–	–	﹤0.01%	512
2025 Q3	$204K	Buy	+1,479	New	+$196K	﹤0.01%	456
2024 Q4	–	Sell	-2,424	Closed	-$289K	–	342
2024 Q3	$289K	Sell	2,424 -2,225	-48%	-$255K	0.01%	277
2024 Q2	$533K	Buy	4,649 +20	+0.4%	+$2.2K	0.02%	196
2024 Q1	$507K	Buy	4,629 +50	+1%	+$5.25K	0.03%	190
2023 Q4	$458K	Buy	4,579 +383	+9%	+$36.6K	0.03%	195
2023 Q3	$388K	Sell	4,196 -145	-3%	-$13.9K	0.03%	185
2023 Q2	$416K	Buy	+4,341	New	+$403K	0.03%	182

Other funds holding ACWI

HIIFS

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

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

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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Apella Capital's ACWI Position: Q2 2026 in Review

Apella Capital held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 1,479 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Apella Capital first reported a position in ACWI in Q2 2023 and has held it in 10 quarters since. The position peaked at $533K in Q2 2024. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Apella Capital held 1,479 shares of iShares MSCI ACWI ETF worth $231K as of Q2 2026.
Apella Capital left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #636 holding.
Apella Capital first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 10 quarters since.
Apella Capital's iShares MSCI ACWI ETF position peaked at $533K in Q2 2024.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.