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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Brookstone Capital Management's ACWI Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 1,384 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1234 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in ACWI as recently as Q3 2023.

Brookstone Capital Management first reported a position in ACWI in Q2 2017 and has held it in 13 quarters since. The position peaked at $7.3M in Q2 2017. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Brookstone Capital Management held 1,384 shares of iShares MSCI ACWI ETF worth $217K as of Q2 2026.
iShares MSCI ACWI ETF was a new Brookstone Capital Management position in Q2 2026.
iShares MSCI ACWI ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1234 holding.
Brookstone Capital Management first reported a position in iShares MSCI ACWI ETF in Q2 2017 and has held it in 13 quarters since.
Brookstone Capital Management's iShares MSCI ACWI ETF position peaked at $7.3M in Q2 2017.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.