Brookstone Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Brookstone Capital 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 Q3	–	Sell	-1,384	Closed	-$217K	–	1317
2026 Q2	$217K	Buy	+1,384	New	+$211K	﹤0.01%	1234
2023 Q4	–	Sell	-7,730	Closed	-$707K	–	865
2023 Q3	$707K	Sell	7,730 -842	-10%	-$80.8K	0.02%	498
2023 Q2	$812K	Sell	8,572 -333	-4%	-$30.9K	0.02%	477
2023 Q1	$823K	Sell	8,905 -921	-9%	-$82.2K	0.02%	488
2022 Q4	$856K	Sell	9,826 -87	-0.9%	-$7.32K	0.02%	462
2022 Q3	$768K	Sell	9,913 -932	-9%	-$80.5K	0.02%	460
2022 Q2	$927K	Sell	10,845 -1,812	-14%	-$165K	0.02%	424
2022 Q1	$1.23M	Sell	12,657 -866	-6%	-$86.3K	0.02%	364
2021 Q4	$1.41M	Sell	13,523 -1,931	-12%	-$202K	0.02%	322
2021 Q3	$1.57M	Sell	15,454 -1,276	-8%	-$131K	0.03%	299
2021 Q2	$1.71M	Buy	+16,730	New	+$1.67M	0.03%	281
2020 Q1	–	Sell	-9,768	Closed	-$774K	–	339
2019 Q4	$774K	Buy	+9,768	New	+$747K	0.04%	207
2017 Q3	–	Sell	-111,399	Closed	-$7.3M	–	328
2017 Q2	$7.3M	Buy	+111,399	New	+$7.23M	0.7%	37

Other funds holding ACWI

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

Brookstone Capital Management's ACWI Position: Q3 2026 in Review

Brookstone Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2026, closing a stake of 1,384 shares — an estimated $217K sold.

Brookstone Capital Management first reported a position in ACWI in Q2 2017 and held it in 13 quarters. The position peaked at $7.3M in Q2 2017. 210 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Brookstone Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q3 2026 after selling out during the quarter.
Brookstone Capital Management sold 1,384 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $217K.
Brookstone Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2017 and held it in 13 quarters.
Brookstone Capital Management's iShares MSCI ACWI ETF position peaked at $7.3M in Q2 2017.
210 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.