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 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	$99.6K	Buy	+979	New	+$93.7K	0.07%	94

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

Birchbrook's ACWI Position: Q2 2026 in Review

Birchbrook held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 982 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #92.

Birchbrook first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Birchbrook held 982 shares of iShares MSCI ACWI ETF worth $154K as of Q2 2026.
Birchbrook left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.07% of Birchbrook's portfolio in Q2 2026, its #92 holding.
Birchbrook first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.