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

Empirical 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
Q2 		$2.15M Buy
13,717
+106
+0.8% +$16.2K 0.03% 256
2026
Q1 		$1.88M Buy
13,611
+457
+3% +$65.7K 0.03% 261
2025
Q4 		$1.86M Buy
13,154
+4,501
+52% +$632K 0.03% 253
2025
Q3 		$1.2M Buy
8,653
+67
+0.8% +$8.9K 0.02% 310
2025
Q2 		$1.1M Buy
8,586
+1,869
+28% +$224K 0.02% 300
2025
Q1 		$782K Sell
6,717
-15
-0.2% -$1.8K 0.02% 329
2024
Q4 		$791K Buy
6,732
+34
+0.5% +$4.08K 0.02% 307
2024
Q3 		$801K Buy
6,698
+947
+16% +$109K 0.02% 305
2024
Q2 		$646K Buy
5,751
+223
+4% +$24.5K 0.02% 311
2024
Q1 		$609K Sell
5,528
-103
-2% -$10.8K 0.02% 320
2023
Q4 		$573K Buy
5,631
+746
+15% +$71.4K 0.02% 303
2023
Q3 		$451K Buy
4,885
+35
+0.7% +$3.36K 0.02% 316
2023
Q2 		$465K Buy
4,850
+45
+0.9% +$4.18K 0.02% 325
2023
Q1 		$438K Hold
4,805
– – 0.02% 341
2022
Q4 		$408K Buy
4,805
+975
+25% +$82.1K 0.02% 339
2022
Q3 		$298K Buy
3,830
+25
+0.7% +$2.16K 0.02% 376
2022
Q2 		$319K Buy
3,805
+992
+35% +$90.3K 0.02% 373
2022
Q1 		$281K Sell
2,813
-27
-1% -$2.69K 0.01% 416
2021
Q4 		$300K Buy
2,840
+16
+0.6% +$1.67K 0.02% 421
2021
Q3 		$282K Sell
2,824
-40
-1% -$4.11K 0.02% 385
2021
Q2 		$290K Sell
2,864
-318
-10% -$31.7K 0.02% 374
2021
Q1 		$303K Buy
3,182
+45
+1% +$4.23K 0.02% 323
2020
Q4 		$285K Buy
3,137
+13
+0.4% +$1.11K 0.02% 306
2020
Q3 		$250K Sell
3,124
-105
-3% -$8.32K 0.02% 300
2020
Q2 		$238K Buy
3,229
+23
+0.7% +$1.6K 0.02% 298
2020
Q1 		$201K Buy
+3,206
New +$237K 0.02% 303

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

Empirical Wealth Management's ACWI Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares MSCI ACWI ETF (ACWI) stake by 0.78% in Q2 2026, buying an estimated $16.2K and bringing the position to 13,717 shares worth $2.15M. The position accounts for 0.03% of the portfolio, ranked #256.

Empirical Wealth Management first reported a position in ACWI in Q1 2020 and has held it in 26 quarters since. 320 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Empirical Wealth Management held 13,717 shares of iShares MSCI ACWI ETF worth $2.15M as of Q2 2026.
  • Empirical Wealth Management bought 106 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $16.2K.
  • iShares MSCI ACWI ETF made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Empirical Wealth Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and has held it in 26 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.