Catalyst Private Wealth
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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
Q3 		$3.96M Hold
24,912
– – 1.65% 15
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% -$9.8K 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

Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
P/E Global LLC
P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Private Wealth's ACWI Position: Q3 2026 in Review

Catalyst Private Wealth held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 24,912 shares worth $3.96M. The position accounts for 1.65% of the portfolio, ranked #15.

Catalyst Private Wealth first reported a position in ACWI in Q3 2020 and has held it in 25 quarters since. 317 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Catalyst Private Wealth held 24,912 shares of iShares MSCI ACWI ETF worth $3.96M as of Q3 2026.
  • Catalyst Private Wealth left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
  • iShares MSCI ACWI ETF made up 1.65% of Catalyst Private Wealth's portfolio in Q3 2026, its #15 holding.
  • Catalyst Private Wealth first reported a position in iShares MSCI ACWI ETF in Q3 2020 and has held it in 25 quarters since.
  • 317 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.