Belpointe Asset Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Belpointe Asset 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	$2.88M	Buy	18,319 +13,850	+310%	+$2.12M	0.09%	202
2026 Q1	$618K	Buy	4,469 +19	+0.4%	+$2.73K	0.02%	624
2025 Q4	$630K	Buy	4,450 +9	+0.2%	+$1.26K	0.02%	585
2025 Q3	$614K	Buy	4,441 +65	+1%	+$8.63K	0.02%	565
2025 Q2	$563K	Buy	4,376 +69	+2%	+$8.27K	0.02%	539
2025 Q1	$501K	Buy	4,307 +312	+8%	+$37.4K	0.03%	567
2024 Q4	$467K	Hold	3,995	–	–	0.03%	526
2024 Q3	$478K	Hold	3,995	–	–	0.03%	516
2024 Q2	$449K	Buy	3,995 +33	+0.8%	+$3.63K	0.03%	482
2024 Q1	$436K	Buy	+3,962	New	+$416K	0.03%	467
2023 Q2	–	Sell	-551	Closed	-$50.2K	–	642
2023 Q1	$50.2K	Buy	551 +13	+2%	+$1.16K	﹤0.01%	1694
2022 Q4	$45.7K	Buy	+538	New	+$45.3K	﹤0.01%	1664
2020 Q2	–	Sell	-38,214	Closed	-$2.39M	–	733
2020 Q1	$2.39M	Buy	38,214 +11,371	+42%	+$842K	0.42%	47
2019 Q4	$2.13M	Buy	26,843 +3,854	+17%	+$295K	0.27%	93
2019 Q3	$1.7M	Buy	+22,989	New	+$1.68M	0.27%	87

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

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

Belpointe Asset Management's ACWI Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares MSCI ACWI ETF (ACWI) stake by 310% in Q2 2026, buying an estimated $2.12M and bringing the position to 18,319 shares worth $2.88M. The position accounts for 0.09% of the portfolio, ranked #202.

Belpointe Asset Management first reported a position in ACWI in Q3 2019 and has held it in 15 quarters since. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Belpointe Asset Management held 18,319 shares of iShares MSCI ACWI ETF worth $2.88M as of Q2 2026.
Belpointe Asset Management bought 13,850 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.12M.
iShares MSCI ACWI ETF made up 0.09% of Belpointe Asset Management's portfolio in Q2 2026, its #202 holding.
Belpointe Asset Management first reported a position in iShares MSCI ACWI ETF in Q3 2019 and has held it in 15 quarters since.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.