Birchbrook’s iShares MSCI ACWI ETF ACWI Stock Holding History

Birchbrook’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	$156K	Hold	982	–	–	0.07%	88
2026 Q2	$154K	Hold	982	–	–	0.07%	92
2026 Q1	$136K	Hold	982	–	–	0.07%	92
2025 Q4	$139K	Buy	982 +3	+0.3%	+$421	0.07%	91
2025 Q3	$135K	Hold	979	–	–	0.07%	91
2025 Q2	$126K	Hold	979	–	–	0.07%	94
2025 Q1	$114K	Hold	979	–	–	0.06%	91
2024 Q4	$115K	Hold	979	–	–	0.07%	89
2024 Q3	$117K	Hold	979	–	–	0.06%	89
2024 Q2	$110K	Hold	979	–	–	0.07%	90
2024 Q1	$108K	Hold	979	–	–	0.06%	91
2023 Q4	$100K	Buy	+979	New	+$93.7K	0.07%	94

Other funds holding ACWI

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

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

Birchbrook's ACWI Position: Q3 2026 in Review

Birchbrook held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 982 shares worth $156K. The position accounts for 0.07% of the portfolio, ranked #88.

Birchbrook first reported a position in ACWI in Q4 2023 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Birchbrook held 982 shares of iShares MSCI ACWI ETF worth $156K as of Q3 2026.
Birchbrook left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.07% of Birchbrook's portfolio in Q3 2026, its #88 holding.
Birchbrook first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.