Catalyst Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

Catalyst Private Wealth’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	$3.91M	Sell	24,912 -131	-0.5%	-$20K	1.89%	14
2026 Q1	$3.47M	Sell	25,043 -156	-0.6%	-$22.4K	1.88%	14
2025 Q4	$3.57M	Hold	25,199	–	–	1.56%	15
2025 Q3	$3.48M	Hold	25,199	–	–	1.53%	15
2025 Q2	$3.24M	Buy	25,199 +7,268	+41%	+$871K	1.44%	16
2025 Q1	$2.09M	Hold	17,931	–	–	1.02%	19
2024 Q4	$2.11M	Buy	17,931 +908	+5%	+$109K	0.94%	21
2024 Q3	$2.04M	Sell	17,023 -117	-0.7%	-$13.4K	1%	21
2024 Q2	$1.93M	Sell	17,140 -3,684	-18%	-$405K	1.02%	21
2024 Q1	$2.29M	Buy	20,824 +2,235	+12%	+$235K	1.2%	20
2023 Q4	$1.89M	Sell	18,589 -102	-0.5%	-$9.76K	0.89%	22
2023 Q3	$1.73M	Buy	18,691 +2,944	+19%	+$282K	1.02%	23
2023 Q2	$1.51M	Sell	15,747 -1,148	-7%	-$107K	0.95%	25
2023 Q1	$1.54M	Buy	16,895 +2,045	+14%	+$182K	1.06%	23
2022 Q4	$1.26M	Buy	14,850 +4,416	+42%	+$372K	1.02%	25
2022 Q3	$812K	Sell	10,434 -1,244	-11%	-$107K	0.61%	29
2022 Q2	$980K	Sell	11,678 -7,458	-39%	-$679K	0.69%	27
2022 Q1	$1.91M	Buy	19,136 +1,905	+11%	+$190K	0.95%	18
2021 Q4	$1.82M	Buy	17,231 +5,279	+44%	+$552K	0.79%	15
2021 Q3	$1.19M	Buy	11,952 +1,479	+14%	+$152K	0.51%	18
2021 Q2	$1.06M	Buy	10,473 +7,570	+261%	+$754K	0.59%	19
2021 Q1	$276K	Sell	2,903 -17	-0.6%	-$1.6K	0.19%	50
2020 Q4	$265K	Buy	2,920 +1	+0%	+$85	0.23%	50
2020 Q3	$233K	Buy	+2,919	New	+$231K	0.23%	47

Other funds holding ACWI

HIIFS

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

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

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

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 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

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BTI

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

Catalyst Private Wealth's ACWI Position: Q2 2026 in Review

Catalyst Private Wealth reduced its iShares MSCI ACWI ETF (ACWI) stake by 0.52% in Q2 2026, selling an estimated $20K and leaving 24,912 shares worth $3.91M. The position accounts for 1.89% of the portfolio, ranked #14.

Catalyst Private Wealth first reported a position in ACWI in Q3 2020 and has held it in 24 quarters since. 350 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Catalyst Private Wealth held 24,912 shares of iShares MSCI ACWI ETF worth $3.91M as of Q2 2026.
Catalyst Private Wealth sold 131 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $20K.
iShares MSCI ACWI ETF made up 1.89% of Catalyst Private Wealth's portfolio in Q2 2026, its #14 holding.
Catalyst Private Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 24 quarters since.
350 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.