Centerpoint Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Centerpoint Advisors’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	$73K	Hold	460	–	–	0.02%	148
2026 Q2	$72K	Hold	460	–	–	0.02%	145
2026 Q1	$64K	Hold	460	–	–	0.02%	139
2025 Q4	$65K	Hold	460	–	–	0.02%	147
2025 Q3	$64K	Hold	460	–	–	0.02%	155
2025 Q2	$59K	Hold	460	–	–	0.02%	148
2025 Q1	$54K	Hold	460	–	–	0.02%	156
2024 Q4	$54K	Buy	+460	New	+$55.2K	0.02%	168

Other funds holding ACWI

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.63B AUM 13.34% 1-Year Est. Return

Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Three Bridge Wealth Advisors Los Altos, California $469M AUM 10.36% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Centerpoint Advisors's ACWI Position: Q3 2026 in Review

Centerpoint Advisors held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2026 at 460 shares worth $73K. The position accounts for 0.02% of the portfolio, ranked #148.

Centerpoint Advisors first reported a position in ACWI in Q4 2024 and has held it in 8 quarters since. 414 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Centerpoint Advisors held 460 shares of iShares MSCI ACWI ETF worth $73K as of Q3 2026.
Centerpoint Advisors left its iShares MSCI ACWI ETF share count unchanged in Q3 2026.
iShares MSCI ACWI ETF made up 0.02% of Centerpoint Advisors's portfolio in Q3 2026, its #148 holding.
Centerpoint Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2024 and has held it in 8 quarters since.
414 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.