Diversify Advisory Services’s iShares MSCI ACWI ETF ACWI Stock Holding History

Diversify Advisory Services’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	$1.99M	Buy	+12,467	New	+$1.98M	0.03%	446

Other funds holding ACWI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 Skopje $520M AUM

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Portus Wealth Advisors Charlotte, North Carolina $122M AUM 28.32% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Diversify Advisory Services's ACWI Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI ACWI ETF (ACWI) in Q3 2026: 12,467 shares worth $1.99M. The stake represents 0.03% of the portfolio and ranks #446 among its holdings.

179 funds tracked by Wall St. Rank hold ACWI as of Q3 2026.

Diversify Advisory Services held 12,467 shares of iShares MSCI ACWI ETF worth $1.99M as of Q3 2026.
iShares MSCI ACWI ETF was a new Diversify Advisory Services position in Q3 2026.
iShares MSCI ACWI ETF made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #446 holding.
179 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.