Cape Investment Advisory’s iShares MSCI ACWI ETF ACWI Stock Holding History

Cape Investment Advisory’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	$45.5K	Buy	+290	New	+$44.3K	0.01%	523

Other funds holding ACWI

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Cape Investment Advisory's ACWI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares MSCI ACWI ETF (ACWI) in Q2 2026: 290 shares worth $45.5K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings.

243 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Cape Investment Advisory held 290 shares of iShares MSCI ACWI ETF worth $45.5K as of Q2 2026.
iShares MSCI ACWI ETF was a new Cape Investment Advisory position in Q2 2026.
iShares MSCI ACWI ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #523 holding.
243 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.