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Curated Wealth Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Curated Wealth 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 		$189K Buy
50,673
+48,936
+2,817% +$7.48M 0.02% 521
2026
Q1 		$240K Buy
+1,737
New +$250K 0.03% 188

Other funds holding ACWI

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $399M AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's ACWI Position: Q2 2026 in Review

Curated Wealth Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 2,817% in Q2 2026, buying an estimated $7.48M and bringing the position to 50,673 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #521.

Curated Wealth Partners first reported a position in ACWI in Q1 2026 and has held it in 2 quarters since. The position peaked at $240K in Q1 2026. 301 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Curated Wealth Partners held 50,673 shares of iShares MSCI ACWI ETF worth $189K as of Q2 2026.
  • Curated Wealth Partners bought 48,936 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $7.48M.
  • iShares MSCI ACWI ETF made up 0.02% of Curated Wealth Partners's portfolio in Q2 2026, its #521 holding.
  • Curated Wealth Partners first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 2 quarters since.
  • Curated Wealth Partners's iShares MSCI ACWI ETF position peaked at $240K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.