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Concurrent Investment Advisors’s iShares MSCI ACWI ETF ACWI Stock Holding History

Concurrent Investment 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
Q2 		$269K Buy
1,715
+32
+2% +$4.89K ﹤0.01% 1760
2026
Q1 		$233K Sell
1,683
-167
-9% -$24K ﹤0.01% 1653
2025
Q4 		$262K Buy
+1,850
New +$260K ﹤0.01% 1485

Other funds holding ACWI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ST
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
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
LBC
Lowe Brockenbrough & Co Richmond, Virginia $2.25B AUM 26.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's ACWI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI ACWI ETF (ACWI) stake by 1.9% in Q2 2026, buying an estimated $4.89K and bringing the position to 1,715 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Concurrent Investment Advisors first reported a position in ACWI in Q4 2025 and has held it in 3 quarters since. 375 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Concurrent Investment Advisors held 1,715 shares of iShares MSCI ACWI ETF worth $269K as of Q2 2026.
  • Concurrent Investment Advisors bought 32 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $4.89K.
  • iShares MSCI ACWI ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1760 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 375 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.