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

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

Other funds holding ACWI

Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Topor & Co Korea Seoul $127M AUM 13.22% 1-Year Est. Return

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

Diversify Wealth Management 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.

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

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

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