Avestar Capital
ACWI icon

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
2025
Q3 		– Sell
-10,900
Closed -$1.4M – 483
2025
Q2 		$1.4M Hold
10,900
– – 0.1% 157
2025
Q1 		$1.27M Buy
10,900
+5,500
+102% +$659K 0.11% 157
2024
Q4 		$634K Buy
+5,400
New +$648K 0.05% 244

Other funds holding ACWI

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $375M AUM 13.2% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 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. 523 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.
  • 523 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.