Axxcess Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Axxcess Wealth Management’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	$441K	Buy	+2,810	New	+$429K	0.01%	752
2026 Q1	–	Sell	-2,095	Closed	-$296K	–	381
2025 Q4	$296K	Buy	+2,095	New	+$294K	0.01%	856
2024 Q2	–	Sell	-3,257	Closed	-$359K	–	843
2024 Q1	$359K	Sell	3,257 -221	-6%	-$23.2K	0.01%	624
2023 Q4	$354K	Buy	3,478 +1,028	+42%	+$98.3K	0.01%	597
2023 Q3	$226K	Sell	2,450 -1,313	-35%	-$126K	0.01%	694
2023 Q2	$361K	Sell	3,763 -42	-1%	-$3.9K	0.03%	413
2023 Q1	$347K	Buy	+3,805	New	+$339K	0.03%	446
2022 Q3	–	Sell	-4,199	Closed	-$352K	–	543
2022 Q2	$352K	Buy	4,199 +1,538	+58%	+$140K	0.03%	368
2022 Q1	$266K	Sell	2,661 -1,331	-33%	-$133K	0.02%	503
2021 Q4	$422K	Buy	+3,992	New	+$417K	0.03%	396

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

LBC

Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return

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

Axxcess Wealth Management's ACWI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 2,810 shares worth $441K. The stake represents 0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ACWI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ACWI in Q4 2021 and has held it in 10 quarters since. 475 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Axxcess Wealth Management held 2,810 shares of iShares MSCI ACWI ETF worth $441K as of Q2 2026.
iShares MSCI ACWI ETF was a new Axxcess Wealth Management position in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #752 holding.
Axxcess Wealth Management first reported a position in iShares MSCI ACWI ETF in Q4 2021 and has held it in 10 quarters since.
475 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.