Capital Investment Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Capital Investment Advisory Services’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	$1.72M	Hold	10,944	–	–	0.11%	207
2026 Q1	$1.51M	Sell	10,944 -127	-1%	-$18.3K	0.11%	185
2025 Q4	$1.57M	Sell	11,071 -90	-0.8%	-$12.6K	0.11%	184
2025 Q3	$1.54M	Sell	11,161 -26	-0.2%	-$3.45K	0.12%	175
2025 Q2	$1.44M	Hold	11,187	–	–	0.12%	179
2025 Q1	$1.3M	Sell	11,187 -93	-0.8%	-$11.1K	0.12%	180
2024 Q4	$1.33M	Sell	11,280 -4,059	-26%	-$487K	0.13%	161
2024 Q3	$1.83M	Hold	15,339	–	–	0.17%	133
2024 Q2	$1.72M	Sell	15,339 -128	-0.8%	-$14.1K	0.18%	123
2024 Q1	$1.7M	Sell	15,467 -1,487	-9%	-$156K	0.18%	124
2023 Q4	$1.73M	Sell	16,954 -633	-4%	-$60.6K	0.16%	117
2023 Q3	$1.62M	Buy	17,587 +50	+0.3%	+$4.8K	0.16%	110
2023 Q2	$1.68M	Buy	17,537 +2	+0%	+$186	0.17%	105
2023 Q1	$1.6M	Sell	17,535 -987	-5%	-$88K	0.19%	102
2022 Q4	$1.57M	Sell	18,522 -40	-0.2%	-$3.37K	0.19%	104
2022 Q3	$1.45M	Hold	18,562	–	–	0.19%	103
2022 Q2	$1.56M	Sell	18,562 -13	-0.1%	-$1.18K	0.19%	103
2022 Q1	$1.85M	Sell	18,575 -200	-1%	-$19.9K	0.2%	97
2021 Q4	$1.99M	Sell	18,775 -86	-0.5%	-$8.98K	0.24%	92
2021 Q3	$1.89M	Sell	18,861 -15	-0.1%	-$1.54K	0.24%	87
2021 Q2	$1.91M	Sell	18,876 -235	-1%	-$23.4K	0.24%	86
2021 Q1	$1.82M	Sell	19,111 -61	-0.3%	-$5.73K	0.26%	89
2020 Q4	$1.74M	Sell	19,172 -147	-0.8%	-$12.6K	0.26%	88
2020 Q3	$1.54M	Sell	19,319 -1,229	-6%	-$97.3K	0.29%	82
2020 Q2	$1.51M	Sell	20,548 -13,211	-39%	-$922K	0.31%	77
2020 Q1	$2.11M	Buy	33,759 +4,055	+14%	+$300K	0.52%	41
2019 Q4	$2.35M	Buy	29,704 +1,152	+4%	+$88.1K	0.63%	34
2019 Q3	$2.11M	Buy	28,552 +21,648	+314%	+$1.59M	0.59%	32
2019 Q2	$514K	Buy	6,904 +1,342	+24%	+$97.9K	0.16%	135
2019 Q1	$401K	Buy	5,562 +275	+5%	+$19.1K	0.15%	134
2018 Q4	$339K	Buy	+5,287	New	+$363K	0.14%	134

Other funds holding ACWI

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

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

BTI

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

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

BIAS

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

PFA

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

AIC

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Capital Investment Advisory Services's ACWI Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 10,944 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #207.

Capital Investment Advisory Services first reported a position in ACWI in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.35M in Q4 2019. 217 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Capital Investment Advisory Services held 10,944 shares of iShares MSCI ACWI ETF worth $1.72M as of Q2 2026.
Capital Investment Advisory Services left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.11% of Capital Investment Advisory Services's portfolio in Q2 2026, its #207 holding.
Capital Investment Advisory Services first reported a position in iShares MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares MSCI ACWI ETF position peaked at $2.35M in Q4 2019.
217 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

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