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Defined Wealth Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Defined Wealth Management’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 		$208K Sell
1,311
-137
-9% -$21.8K 0.11% 115
2026
Q2 		$227K Sell
1,448
-511
-26% -$78.1K 0.12% 113
2026
Q1 		$271K Buy
+1,959
New +$282K 0.16% 96

Other funds holding ACWI

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
KPDZUSZIDPFAS
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
PWA
Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Defined Wealth Management's ACWI Position: Q3 2026 in Review

Defined Wealth Management reduced its iShares MSCI ACWI ETF (ACWI) stake by 9.5% in Q3 2026, selling an estimated $21.8K and leaving 1,311 shares worth $208K. The position accounts for 0.11% of the portfolio, ranked #115.

Defined Wealth Management first reported a position in ACWI in Q1 2026 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 164 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • Defined Wealth Management held 1,311 shares of iShares MSCI ACWI ETF worth $208K as of Q3 2026.
  • Defined Wealth Management sold 137 iShares MSCI ACWI ETF shares in Q3 2026, an estimated $21.8K.
  • iShares MSCI ACWI ETF made up 0.11% of Defined Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Defined Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2026 and has held it in 3 quarters since.
  • Defined Wealth Management's iShares MSCI ACWI ETF position peaked at $271K in Q1 2026.
  • 164 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Defined Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.