Courage Miller Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Courage Miller Partners’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	$746K	Hold	4,750	–	–	0.2%	47
2026 Q1	$657K	Hold	4,750	–	–	0.19%	51
2025 Q4	$672K	Hold	4,750	–	–	0.2%	45
2025 Q3	$657K	Hold	4,750	–	–	0.2%	45
2025 Q2	$611K	Hold	4,750	–	–	0.19%	47
2025 Q1	$553K	Hold	4,750	–	–	0.19%	48
2024 Q4	$558K	Hold	4,750	–	–	0.19%	50
2024 Q3	$568K	Hold	4,750	–	–	0.19%	51
2024 Q2	$534K	Hold	4,750	–	–	0.19%	54
2024 Q1	$523K	Hold	4,750	–	–	0.18%	58
2023 Q4	$483K	Hold	4,750	–	–	0.18%	56
2023 Q3	$439K	Hold	4,750	–	–	0.18%	55
2023 Q2	$456K	Hold	4,750	–	–	0.19%	58
2023 Q1	$433K	Hold	4,750	–	–	0.18%	58
2022 Q4	$403K	Sell	4,750 -2,350	-33%	-$198K	0.19%	58
2022 Q3	$553K	Hold	7,100	–	–	0.28%	48
2022 Q2	$596K	Hold	7,100	–	–	0.28%	47
2022 Q1	$708K	Hold	7,100	–	–	0.28%	45
2021 Q4	$751K	Hold	7,100	–	–	0.28%	47
2021 Q3	$709K	Hold	7,100	–	–	0.28%	49
2021 Q2	$718K	Hold	7,100	–	–	0.29%	52
2021 Q1	$676K	Hold	7,100	–	–	0.29%	52
2020 Q4	$644K	Hold	7,100	–	–	0.3%	51
2020 Q3	$523K	Hold	7,100	–	–	0.28%	55
2020 Q2	$523K	Hold	7,100	–	–	0.28%	55
2020 Q1	$444K	Hold	7,100	–	–	0.27%	53
2019 Q4	$563K	Hold	7,100	–	–	0.29%	53
2019 Q3	$524K	Hold	7,100	–	–	0.29%	53
2019 Q2	$523K	Sell	7,100 -153	-2%	-$11.2K	0.29%	54
2019 Q1	$523K	Hold	7,253	–	–	0.3%	54
2018 Q4	$465K	Hold	7,253	–	–	0.28%	56
2018 Q3	$539K	Hold	7,253	–	–	0.31%	54
2018 Q2	$515K	Hold	7,253	–	–	0.31%	54
2018 Q1	$520K	Sell	7,253 -2	-0%	-$147	0.32%	54
2017 Q4	$523K	Sell	7,255 -5	-0.1%	-$354	0.32%	53
2017 Q3	$500K	Hold	7,260	–	–	0.31%	54
2017 Q2	$475K	Hold	7,260	–	–	0.31%	53
2017 Q1	$459K	Sell	7,260 -170	-2%	-$10.5K	0.32%	53
2016 Q4	$440K	Sell	7,430 -700	-9%	-$41.1K	0.31%	53
2016 Q3	$480K	Hold	8,130	–	–	0.33%	51
2016 Q2	$457K	Hold	8,130	–	–	0.33%	55
2016 Q1	$456K	Hold	8,130	–	–	0.32%	53
2015 Q4	$454K	Hold	8,130	–	–	0.31%	53
2015 Q3	$439K	Buy	+8,130	New	+$468K	0.33%	51

Other funds holding ACWI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RCWVOTCITCONY

Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Courage Miller Partners's ACWI Position: Q2 2026 in Review

Courage Miller Partners held its iShares MSCI ACWI ETF (ACWI) position steady in Q2 2026 at 4,750 shares worth $746K. The position accounts for 0.2% of the portfolio, ranked #47.

Courage Miller Partners first reported a position in ACWI in Q3 2015 and has held it in 44 quarters since. The position peaked at $751K in Q4 2021. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

Courage Miller Partners held 4,750 shares of iShares MSCI ACWI ETF worth $746K as of Q2 2026.
Courage Miller Partners left its iShares MSCI ACWI ETF share count unchanged in Q2 2026.
iShares MSCI ACWI ETF made up 0.2% of Courage Miller Partners's portfolio in Q2 2026, its #47 holding.
Courage Miller Partners first reported a position in iShares MSCI ACWI ETF in Q3 2015 and has held it in 44 quarters since.
Courage Miller Partners's iShares MSCI ACWI ETF position peaked at $751K in Q4 2021.
842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.