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DiNuzzo Private Wealth’s iShares MSCI ACWI ETF ACWI Stock Holding History

DiNuzzo Private Wealth’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 		$38.1K Buy
243
+1
+0.4% +$153 ﹤0.01% 154
2026
Q1 		$33.5K Sell
242
-83
-26% -$11.9K ﹤0.01% 157
2025
Q4 		$46K Sell
325
-3
-0.9% -$421 0.01% 134
2025
Q3 		$43.8K Sell
328
-19
-5% -$2.52K 0.01% 132
2025
Q2 		$44.6K Buy
347
+5
+1% +$599 0.01% 132
2025
Q1 		$39.8K Buy
342
+3
+0.9% +$359 0.01% 133
2024
Q4 		$39.8K Buy
339
+29
+9% +$3.48K 0.01% 130
2024
Q3 		$37.1K Buy
310
+3
+1% +$344 ﹤0.01% 142
2024
Q2 		$34.5K Sell
307
-127
-29% -$14K ﹤0.01% 114
2024
Q1 		$47.8K Sell
434
-5
-1% -$525 0.01% 98
2023
Q4 		$44.7K Buy
+439
New +$42K 0.01% 100

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
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

DiNuzzo Private Wealth's ACWI Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 0.41% in Q2 2026, buying an estimated $153 and bringing the position to 243 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

DiNuzzo Private Wealth first reported a position in ACWI in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.8K in Q1 2024. 304 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • DiNuzzo Private Wealth held 243 shares of iShares MSCI ACWI ETF worth $38.1K as of Q2 2026.
  • DiNuzzo Private Wealth bought 1 iShares MSCI ACWI ETF share in Q2 2026, an estimated $153.
  • iShares MSCI ACWI ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #154 holding.
  • DiNuzzo Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's iShares MSCI ACWI ETF position peaked at $47.8K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.