Cahaba Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.68M Sell
55,328
-853
-2% -$130K 0.52% 17
2026
Q1
$7.77M Sell
56,181
-2,711
-5% -$390K 0.53% 17
2025
Q4
$8.33M Buy
58,892
+8
+0% +$1.12K 0.58% 17
2025
Q3
$8.14M Sell
58,884
-336
-0.6% -$44.6K 0.59% 17
2025
Q2
$7.62M Sell
59,220
-982
-2% -$118K 0.59% 18
2025
Q1
$7.01M Sell
60,202
-563
-0.9% -$67.5K 0.58% 18
2024
Q4
$7.14M Buy
60,765
+362
+0.6% +$43.4K 0.59% 18
2024
Q3
$7.22M Sell
60,403
-1,057
-2% -$121K 0.6% 18
2024
Q2
$6.91M Buy
61,460
+621
+1% +$68.3K 0.61% 18
2024
Q1
$6.7M Sell
60,839
-197
-0.3% -$20.7K 0.61% 18
2023
Q4
$6.21M Buy
61,036
+31
+0.1% +$2.97K 0.62% 18
2023
Q3
$5.64M Sell
61,005
-180
-0.3% -$17.3K 0.62% 17
2023
Q2
$5.87M Sell
61,185
-4,620
-7% -$429K 0.63% 19
2023
Q1
$6M Buy
65,805
+343
+0.5% +$30.6K 0.69% 19
2022
Q4
$5.56M Sell
65,462
-1,057
-2% -$89K 0.69% 19
2022
Q3
$5.18M Sell
66,519
-2,848
-4% -$246K 0.72% 16
2022
Q2
$5.82M Buy
69,367
+1,398
+2% +$127K 0.83% 15
2022
Q1
$6.23M Sell
67,969
-904
-1% -$90.1K 0.86% 14
2021
Q4
$7.29M Sell
68,873
-3,281
-5% -$343K 0.97% 15
2021
Q3
$7.21M Sell
72,154
-1,563
-2% -$160K 1.06% 12
2021
Q2
$7.53M Sell
73,717
-10,909
-13% -$1.09M 1.16% 11
2021
Q1
$8.05M Sell
84,626
-162
-0.2% -$15.2K 1.25% 11
2020
Q4
$7.95M Buy
84,788
+10,782
+15% +$921K 1.31% 11
2020
Q3
$5.91M Sell
74,006
-326
-0.4% -$25.8K 1.17% 14
2020
Q2
$5.83M Sell
74,332
-6,028
-8% -$421K 1.2% 14
2020
Q1
$5.03M Sell
80,360
-4,625
-5% -$343K 1.28% 12
2019
Q4
$6.74M Sell
84,985
-470
-0.5% -$35.9K 1.49% 9
2019
Q3
$6.3M Buy
85,455
+313
+0.4% +$22.9K 1.5% 10
2019
Q2
$6.28M Buy
85,142
+86
+0.1% +$6.27K 1.57% 10
2019
Q1
$6.14M Buy
85,056
+2,704
+3% +$188K 1.66% 10
2018
Q4
$5.28M Buy
82,352
+73,332
+813% +$5.04M 1.63% 10
2018
Q3
$671K Buy
9,020
+2,292
+34% +$168K 0.22% 41
2018
Q2
$489K Buy
6,728
+1,496
+29% +$109K 0.17% 43
2018
Q1
$367K Buy
5,232
+360
+7% +$26.5K 0.14% 44
2017
Q4
$351K Buy
4,872
+115
+2% +$8.13K 0.14% 44
2017
Q3
$327K Buy
+4,757
New +$320K 0.15% 44

Other funds holding ACWI

Cahaba Wealth Management's ACWI Position: Q2 2026 in Review

Cahaba Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 1.5% in Q2 2026, selling an estimated $130K and leaving 55,328 shares worth $8.68M. The position accounts for 0.52% of the portfolio, ranked #17.

Cahaba Wealth Management first reported a position in ACWI in Q3 2017 and has held it in 36 quarters since. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Cahaba Wealth Management held 55,328 shares of iShares MSCI ACWI ETF worth $8.68M as of Q2 2026.
  • Cahaba Wealth Management sold 853 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI ACWI ETF made up 0.52% of Cahaba Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Cahaba Wealth Management first reported a position in iShares MSCI ACWI ETF in Q3 2017 and has held it in 36 quarters since.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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