DiNuzzo Private Wealth
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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
Q3 		$38.7K Buy
244
+1
+0.4% +$159 ﹤0.01% 156
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

Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

DiNuzzo Private Wealth's ACWI Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its iShares MSCI ACWI ETF (ACWI) stake by 0.41% in Q3 2026, buying an estimated $159 and bringing the position to 244 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #156.

DiNuzzo Private Wealth first reported a position in ACWI in Q4 2023 and has held it in 12 quarters since. The position peaked at $47.8K in Q1 2024. 286 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

  • DiNuzzo Private Wealth held 244 shares of iShares MSCI ACWI ETF worth $38.7K as of Q3 2026.
  • DiNuzzo Private Wealth bought 1 iShares MSCI ACWI ETF share in Q3 2026, an estimated $159.
  • iShares MSCI ACWI ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #156 holding.
  • DiNuzzo Private Wealth first reported a position in iShares MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's iShares MSCI ACWI ETF position peaked at $47.8K in Q1 2024.
  • 286 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.