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

Avestar 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	$16.8M	Sell	105,672 -84,456	-44%	-$13.4M	1.33%	15
2026 Q2	$29.8M	Buy	190,128 +13,485	+8%	+$2.06M	1.66%	9
2026 Q1	$24.4M	Buy	176,643 +54,666	+45%	+$7.86M	1.57%	9
2025 Q4	$17.3M	Sell	121,977 -4,740	-4%	-$665K	1.12%	17
2025 Q3	$17.5M	Buy	126,717 +3,422	+3%	+$455K	1.15%	15
2025 Q2	$15.9M	Buy	123,295 +76,026	+161%	+$9.12M	1.08%	16
2025 Q1	$5.5M	Buy	47,269 +31,847	+207%	+$3.82M	0.48%	44
2024 Q4	$1.81M	Buy	15,422 +6,449	+72%	+$774K	0.15%	109
2024 Q3	$1.07M	Buy	8,973 +1,273	+17%	+$146K	0.11%	144
2024 Q2	$865K	Hold	7,700	–	–	0.09%	171
2024 Q1	$848K	Sell	7,700 -10,195	-57%	-$1.07M	0.09%	170
2023 Q4	$1.82M	Buy	+17,895	New	+$1.71M	0.21%	71
2019 Q3	–	Sell	-860	Closed	-$63K	–	167
2019 Q2	$63K	Hold	860	–	–	0.04%	264
2019 Q1	$62K	Hold	860	–	–	0.04%	259
2018 Q4	$55K	Hold	860	–	–	0.04%	250
2018 Q3	$63K	Hold	860	–	–	0.04%	249
2018 Q2	$61K	Hold	860	–	–	0.04%	254
2018 Q1	$61K	Sell	860 -3,339	-80%	-$246K	0.04%	225
2017 Q4	$300K	Buy	+4,199	New	+$297K	0.22%	61

Other funds holding ACWI

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Avestar Capital's ACWI Position: Q3 2026 in Review

Avestar Capital reduced its iShares MSCI ACWI ETF (ACWI) stake by 44% in Q3 2026, selling an estimated $13.4M and leaving 105,672 shares worth $16.8M. The position accounts for 1.33% of the portfolio, ranked #15.

Avestar Capital first reported a position in ACWI in Q4 2017 and has held it in 19 quarters since. The position peaked at $29.8M in Q2 2026. 308 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Avestar Capital held 105,672 shares of iShares MSCI ACWI ETF worth $16.8M as of Q3 2026.
Avestar Capital sold 84,456 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $13.4M.
iShares MSCI ACWI ETF made up 1.33% of Avestar Capital's portfolio in Q3 2026, its #15 holding.
Avestar Capital first reported a position in iShares MSCI ACWI ETF in Q4 2017 and has held it in 19 quarters since.
Avestar Capital's iShares MSCI ACWI ETF position peaked at $29.8M in Q2 2026.
308 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.