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Aptus Capital Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Aptus Capital 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
Q2 		$566K Buy
3,606
+117
+3% +$17.9K ﹤0.01% 758
2026
Q1 		$483K Buy
3,489
+80
+2% +$11.5K ﹤0.01% 724
2025
Q4 		$482K Buy
3,409
+89
+3% +$12.5K ﹤0.01% 741
2025
Q3 		$459K Buy
3,320
+46
+1% +$6.11K ﹤0.01% 716
2025
Q2 		$421K Buy
3,274
+278
+9% +$33.3K ﹤0.01% 721
2025
Q1 		$349K Buy
2,996
+139
+5% +$16.7K ﹤0.01% 739
2024
Q4 		$336K Buy
2,857
+42
+1% +$5.04K ﹤0.01% 745
2024
Q3 		$337K Buy
2,815
+2,754
+4,515% +$316K 0.01% 634
2024
Q2 		$6.86K Buy
61
+31
+103% +$3.41K ﹤0.01% 1052
2024
Q1 		$3.3K Sell
30
-6
-17% -$630 ﹤0.01% 1107
2023
Q4 		$3.66K Buy
36
+7
+24% +$670 ﹤0.01% 847
2023
Q3 		$2.68K Hold
29
– – ﹤0.01% 855
2023
Q2 		$2.78K Buy
29
+28
+2,800% +$2.6K ﹤0.01% 751
2023
Q1 		$91 Sell
1
-2,875
-100% -$256K ﹤0.01% 786
2022
Q4 		$244K Sell
2,876
-92
-3% -$7.74K 0.01% 441
2022
Q3 		$231K Sell
2,968
-989
-25% -$85.4K 0.01% 418
2022
Q2 		$332K Buy
3,957
+2,965
+299% +$270K 0.01% 310
2022
Q1 		$99K Buy
+992
New +$98.8K ﹤0.01% 470
2019
Q4 		– Sell
-1,112
Closed -$82K – 497
2019
Q3 		$82K Buy
+1,112
New +$81.5K ﹤0.01% 380

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Aptus Capital Advisors's ACWI Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 3.4% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,606 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Aptus Capital Advisors first reported a position in ACWI in Q3 2019 and has held it in 19 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Aptus Capital Advisors held 3,606 shares of iShares MSCI ACWI ETF worth $566K as of Q2 2026.
  • Aptus Capital Advisors bought 117 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $17.9K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #758 holding.
  • Aptus Capital Advisors first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 19 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.