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 Q3	$1.3M	Buy	8,094 +6,615	+447%	+$1.05M	0.02%	355
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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Apella Capital's ACWI Position: Q3 2026 in Review

Apella Capital increased its iShares MSCI ACWI ETF (ACWI) stake by 447% in Q3 2026, buying an estimated $1.05M and bringing the position to 8,094 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #355.

Apella Capital first reported a position in ACWI in Q2 2023 and has held it in 11 quarters since. 470 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Apella Capital held 8,094 shares of iShares MSCI ACWI ETF worth $1.3M as of Q3 2026.
Apella Capital bought 6,615 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $1.05M.
iShares MSCI ACWI ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #355 holding.
Apella Capital first reported a position in iShares MSCI ACWI ETF in Q2 2023 and has held it in 11 quarters since.
470 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.