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Beirne Wealth Consulting Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Beirne Wealth Consulting Services’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 		$4.78M Buy
30,420
+17
+0.1% +$2.6K 0.95% 23
2026
Q1 		$4.21M Sell
30,403
-3,111
-9% -$447K 1.19% 21
2025
Q4 		$4.74M Sell
33,514
-18,444
-35% -$2.59M 1.37% 21
2025
Q3 		$7.18M Sell
51,958
-47
-0.1% -$6.24K 1.72% 14
2025
Q2 		$6.69M Buy
52,005
+4,727
+10% +$567K 2.17% 13
2025
Q1 		$5.5M Buy
47,278
+212
+0.5% +$25.4K 1.96% 11
2024
Q4 		$5.53M Buy
47,066
+1,209
+3% +$145K 1.99% 11
2024
Q3 		$5.48M Sell
45,857
-26,886
-37% -$3.08M 1.93% 11
2024
Q2 		$8.18M Sell
72,743
-280
-0.4% -$30.8K 3.3% 6
2024
Q1 		$8.04M Sell
73,023
-1,340
-2% -$141K 3.41% 6
2023
Q4 		$7.57M Buy
74,363
+63,334
+574% +$6.06M 3.75% 5
2023
Q3 		$1.06M Hold
11,029
– – 0.84% 24
2023
Q2 		$1.06M Sell
11,029
-61,617
-85% -$5.72M 0.84% 24
2023
Q1 		$6.62M Sell
72,646
-850
-1% -$75.8K 4.65% 6
2022
Q4 		$6.24M Sell
73,496
-32,995
-31% -$2.78M 3.07% 9
2022
Q3 		$8.29M Buy
106,491
+23,745
+29% +$2.05M 3.15% 8
2022
Q2 		$6.94M Sell
82,746
-537
-0.6% -$48.9K 4.53% 6
2022
Q1 		$8.31M Sell
83,283
-20,154
-19% -$2.01M 4.63% 6
2021
Q4 		$10.9M Sell
103,437
-2,570
-2% -$269K 5.99% 5
2021
Q3 		$10.6M Sell
106,007
-1,183
-1% -$121K 6.03% 5
2021
Q2 		$10.8M Buy
107,190
+562
+0.5% +$56K 5.96% 5
2021
Q1 		$10.1M Sell
106,628
-618
-0.6% -$58.1K 5.96% 5
2020
Q4 		$9.73M Buy
107,246
+9,479
+10% +$810K 4.81% 5
2020
Q3 		$7.81M Sell
97,767
-981
-1% -$77.7K 4.56% 5
2020
Q2 		$7.28M Sell
98,748
-1,276
-1% -$89K 5.93% 5
2020
Q1 		$6.26M Buy
+100,024
New +$7.41M 6.77% 4

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Beirne Wealth Consulting Services's ACWI Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares MSCI ACWI ETF (ACWI) stake by 0.06% in Q2 2026, buying an estimated $2.6K and bringing the position to 30,420 shares worth $4.78M. The position accounts for 0.95% of the portfolio, ranked #23.

Beirne Wealth Consulting Services first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.9M in Q4 2021. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Beirne Wealth Consulting Services held 30,420 shares of iShares MSCI ACWI ETF worth $4.78M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 17 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.6K.
  • iShares MSCI ACWI ETF made up 0.95% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #23 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • Beirne Wealth Consulting Services's iShares MSCI ACWI ETF position peaked at $10.9M in Q4 2021.
  • 350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.